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Set Up and Maintain Retail Execution

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Set Up and Maintain Retail Execution

Signature Management

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Signature Management

Certain sales and delivery processes require signed confirmation between manufacturers and retailers. For example, a van driver requires a signature from the store manager to confirm a delivery. Signatures in BMP, GIF, or JPEG formats can be synced and printed in an invoice.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled

Create a Signature Template
Signature templates have attributes, such as name, description, state, and sales org.
Create a Signature
Create signatures that can be synced and added to invoices. Add signature flows to signatures.

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