--- title: "Send an order form for signature" url: "https://docs.signnow.com/docs/salesforce-send-order-form" type: "page" section: "Integrations" slug: "salesforce-send-order-form" --- # Send an order form for signature # Salesforce use case: Send an order form with text tags for signature # **Overview** Once a customer is ready to place an order, the sales manager updates the Salesforce Opportunity details and generates an order form pre-filled with Salesforce data. The sales manager adds text tags for fillable fields in the order form, then sends it to the customer from the relevant Salesforce record. Once the customer signs the order form, the sales manager gets a copy in Salesforce. # **Preconditions** 1. A Salesforce admin installed and configured the [SignNow integration app](/docs/installation). 2. A Salesforce admin has generated the order form with Salesforce Opportunity details. 3. A sales manager (or a Salesforce admin) has added [text tags](https://support.signnow.com/help-center/editing-documents-templates/new-how-do-i-use-text-tags) to the generated order form. In this guide, we will create a document flow specific to sending order forms. Using SignNow for Salesforce, the sales manager can send the order form for signature from any Salesforce record, track the status of the sent form, and get the signed copy back to the Salesforce record. ## **Step 1. Add the text tags to the order form** Let's add three fillable fields to the customer in the generated order form using any text editor: - signature field: `{{t:s;r:y;o:"Customer";}}` - text field: `{{t:t;r:y;o:"Customer";l:"Full Name";}}` - date field: `{{t:t;r:y;o:"Customer";l:"Date";}}` Learn more about [text tags syntax](https://support.signnow.com/help-center/editing-documents-templates/new-how-do-i-use-text-tags). ***Example of the order form with text tags*** ![order_form_tags.png](/reference-assets/images/SignNow_Salesforce/use_case_1/order_form_tags.png) Upload the order form with text tags to the Salesforce record where it will be sent for signature. In this example, we upload it to the **Contact** object. ## **Step 2. Configure the SignNow document flow** Go to the **SignNow Admin Tools** > **Document Flows** and click **Create Document Flow**. ### Document flow information Name the document flow and decide what settings the sender can configure. We leave all boxes unchecked to allow the sales manager to edit fields, mapping, and recipients. ![flow_settings.png](/reference-assets/images/SignNow_Salesforce/use_case_1/flow_settings.png) Click **Next to Customization** to customize the invite email message and subject. ### **Customize email invite message** We will generate tags to pre-fill the email subject and message body. > To create a merge tag, select the Salesforce object and field. Learn more about [generating tags](/docs/document-flows#configure-recipients). ***Example of the email subject and body text with tags*** ![email_tags.png](/reference-assets/images/SignNow_Salesforce/use_case_1/email_tags.png) Click **Next to Recipients**. ### Recipients Configure the order form recipients. You can pre-fill the recipient email using tags or enter the email address manually. Click the gear icon to password-protect the document, set the expiration date and reminders, and allow forwarding. ***Example of the customer email with a tag*** ![recipient_tags.png](/reference-assets/images/SignNow_Salesforce/use_case_1/recipient_tags.png) To add more recipients, click **Add Recipient**. Click **Save** to save the document flow configuration. Now, the document flow appears in the list of flows. ## Step 3. Configure the custom button Now we will use the Order form document flow to add the custom button to the Contact object. The sales manager will click the button to send the order form with fillable fields to the customer according to the flow. Select the **Custom Links** tab. ### Select what should be sent for signature The sales manager will send the order form as an attachment. Select **File: from the list of files attached to the Salesforce record**. ### Add the document flow Click the dropdown arrow to select the Order form flow. ### Generate a link for a custom button - Enter the Salesforce object name where you'd like to add the button. The code for the custom button is generated automatically. - Copy the code to use it for custom button settings. ***Example of the generated link*** ![link_generation.png](/reference-assets/images/SignNow_Salesforce/use_case_1/link_generation.png) ## Step 4. Add the custom button to the Salesforce record Add the **Send order form** button to the Contact record. - Go to **Setup** > **Object manager** and select **Contact**. - Select **Contact** > **Buttons, Links, and Actions** on the left panel. Then click **New Button or Link** in the top right corner. - Enter the custom button details, such as the label, display type, behavior, etc. The **Content Source** should be the URL. - Insert the generated link into the **Custom Button or Link Editor** field. Click **Save** to save your button. > Ensure the **Display Type** is set to **Detail Page Button**. ![add_button.png](/reference-assets/images/SignNow_Salesforce/use_case_1/add_button.png) Next, add the custom button to the object page layout. - Select **Page Layout** on the left panel and click the required page layout from the list. See detailed instructions on how to [add the button to the page layout](/docs/custom-links#add-the-custom-button-to-the-salesforce-object). ## Step 5. Send the order form as a sales manager Now, let's send the order form from Contact as a sales manager. - Go to the Contact object where the order form with text tags has been uploaded. - Locate the **Send order form** button and click it. ![click_send_order_form.png](/reference-assets/images/SignNow_Salesforce/use_case_1/click_send_order_form.png) - Select the order form, then click **Continue**. > If you have multiple files, you can rearrange their order and merge them into one group. ![select_attachment.png](/reference-assets/images/SignNow_Salesforce/use_case_1/select_attachment.png) Next, you will walk through all the steps configured in the Order form flow. - Rename the document if needed. - Edit the order form fillable fields. Here, the text tags are automatically converted into fillable fields. ![editor_order_form.png](/reference-assets/images/SignNow_Salesforce/use_case_1/editor_order_form.png) - Map the fillable fields in the order form to the Salesforce records to pre-fill them with data. Let's pre-fill the customer name and date with the Contact data. We will allow the customer to edit the pre-filled data by setting the **Field Editing** to **Allow Editing**. ***Example of the fields mapping*** ![fields_mapping.png](/reference-assets/images/SignNow_Salesforce/use_case_1/fields_mapping.png) - On the Send Invite page, edit the recipient email address, add CC recipients, customize the actions on completion, preview the order form with pre-filled data, and more. Here we can check that the email subject and message have been pre-filled via tags. ![send_invite.png](/reference-assets/images/SignNow_Salesforce/use_case_1/send_invite.png) - Click **Send Invite** to send the order form to the customer. ## Step 6. Track the order form status Track the status of the order form using the Invites Status widget. Learn how to [install and use the widget](/docs/salesforce-invites-status-widget#signnow-invites-status-widget). ![track_status_widget.png](/reference-assets/images/SignNow_Salesforce/use_case_1/track_status_widget.png) ## Watch the order form from the customer’s perspective Now let's watch how the customer receives and signs the order form. ![order_form_result.gif](/reference-assets/images/SignNow_Salesforce/use_case_1/order_form_result.gif) ## Step 7. Get the signed copy in Salesforce Once the customer signs the order form, the sales manager can access it in Contact from the **Notes & Attachments** or **Invites Status** widget. ![signed_copy.png](/reference-assets/images/SignNow_Salesforce/use_case_1/signed_copy.png) --- *Full page: https://docs.signnow.com/docs/salesforce-send-order-form*