Attach Writer Doc to Deal after signing?
We current have a two step process when creating proposal documents for Deals created in CRM.
Step 1
Create a CRM Deal and then perform a Mail Merge using an Proposal Template. The Proposal Template is configured with the Output set to 'Merge & Save as Individual Files' with Sign Settings.
At this point we instantly perform the merge to generate the merged version of the document.
Step 2
Once the merge is complete, open the newly merged document and now continue to edit the proposal as needed. Once the Proposal is complete, send the document for signature "Send to Sign'.
What I want to happen is once the signature process is completed, the signed document is attached back to the CRM deal.
Just for background there are a couple of reasons why we do a 2 step process vs just doing a 'Merge & send for sign' (which does allow you to use the 'Attach to CRM' custom function to attached the singed doc to a deal.
The primary reasons are if we can't complete the prposal in one editing session, you can't save the document and come back to it and 2, if we need to make amendments to the proposal once it's sent for signature, you don't have an editable version to change.
I hope that's all clear!
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