What: This includes an overview of the new Salesforce integration with CADPro and Dash including the Contract, Adobe Sign (replacing DocuSign) and Payment Link.
Why: Simplifies the tasks of creating the new CADPro file, and keeping the Designer in Salesforce when generating customer contracts and submitting payments which will ultimately save the Designer time.
How: The added features in the Salesforce and CADPro platforms direct you to create the new CADPro file, generate a customer contract that auto-populates, send via DocuSign and request payment all from Salesforce.