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Enable eSignature

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If you’re sending documents from the Opportunity object, you can skip this whole article. SalesReady already comes configured for this object.

eSignature tracking capabilities require a simple lookup fields that starts at the salesready__Transaction__c object.

  1. Go to the Object Manager and select the salesready__Transaction__c object.

  2. Create a Lookup field.

  3. Name it the exact name of your object API name.

    1. E.g. if using for the standard Quote object, the API name will end up being Quote__c.

    2. E.g. if using your custom Quote object, the API name will also end up being Invoice__c.