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Agregue un componente de firma digital a su plantilla de documento de presupuesto de modo que los representantes de campo puedan capturar la firma de un cliente en el punto de venta.
| Disponible en: Lightning Experience |
| Disponible en: Ediciones Enterprise y Unlimited con licencia Life Sciences Cloud, Life Sciences Cloud para Customer Engagement Add-on y el paquete gestionado Life Sciences Customer Engagement. |
| Permisos de usuario necesarios | |
|---|---|
| Para crear una plantilla de documento de presupuesto: | Administrador comercial de Ciencias de la vida Usuario Generador de documentos |
Cree una acción rápida en la página Presupuesto para generar PDF utilizando esta plantilla. Consulte Agregar una acción personalizada a un formato de página.
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