Usted está aquí:
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 complementaria Life Sciences Cloud, Life Sciences Cloud para Customer Engagement 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.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.