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CXT - Salesforce Designer CXT + Adobe Sign

CXT - Salesforce Designer CXT + Adobe Sign

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.

 

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