Hello!
I'd like Salesforce field values to pull into the document template dynamically so that the completed document is specific to the client and the values entered in Salesforce. I'd then like to send that document for signature via Adobe Sign that is integrated through Box. Ideally, everything done within the Salesforce UI.
I'm not finding specific documentation for this (probably since it’s across 3 different tools).
Any insights would be helpful!
Thanks,
Stephanie