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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. Set the API name to be the exact API name of the main object.

    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.