Enabling E-Signature for your Objects

SalesReady transactions can be enabled to work from any object. In order to send for signature and utilize our web application, please note the following:

1. The salesready__Transaction__c object comes with some custom fields.

   1. If sending from the standard Quote object and you are using the original SalesReady app, you do not need to create any other fields.

   2. If sending from any other object you will need to create a custom field that looks up to the object where you are sending from.

      1. See below where the field Opportunity__c was created. This allows us to send transactions from the Opportunity object via the transaction container.

   3. The Send Document tab will display if the object has been enabled correctly.

   4. You can enabled E-Signature for as many objects as needed.