Signatures
- Phu Nguyen (Unlicensed)
General
You can use the Signature item to automatically show the user's signature in the quote. Therefore, it is best to include the item directly in the quote template:
Depending on the settings, the signature of the quote- or opportunity owner can be displayed, as well as optionally the signature of the manager. You can find this in the appero quote settings > Functionality section:
Setting | Type | Parameter Name | Parameter Textblock | Explanation |
Standard Signature | Picklist:
| StandardSignature | OppOwner / QuoteOwner | Defines the Preselected Signature for new Quotes. OppOwner = Signature File from the Opportunity Owner is selected QuoteOwner = The Signature File from the Quote Owner is selected |
Display signature of manager | Option switch | ManagerSignature | true / false |
|
Configuration
In order to be able to map a signature at all, it must first be stored as a document or file in Salesforce.
Then you store the image URL directly on the user.
Note: The following two fields need to be added to the User Page Layout beforehand.
Label | API-Name | Explanation |
|---|---|---|
Signature URL |
| Image URL of the associated document or file |
Signature Preview |
| Displays the image preview based on the URL |
Especially if you store the signatures as a file, please note that the sharing settings in Salesforce allow the user to access the image.
Display in the quote document
The signature of the respective Salesforce user is then read dynamically in the quote editor via the Signatures item.
It is easier for you if the stored graphic already corresponds to the desired representation in the PDF. Furthermore, you have the option to define the display in the CSS stylesheet of the style.
Edit signatures afterwards
Using the "Set own signature" button on the record page of your quote, you can replace the signature in an existing quote document with your own. This is useful, for example, if several employees are editing the quotes of an opportunity and want to insert the appropriate signature before sending.
When editing the quote again in the editor, the signature is then reset to the quote- or opportunity owner.
If necessary, show the button by enabling isChangeSignatureActionAvailable in General Setup > Custom Metadata Types > QuoteActionSettings > Manage Quote Action Settings > Quote_NewActive(NA)