End-to-End Quote to Signature Flow

Overview

DRTE is built 100% natively on the Salesforce platform. This means your sensitive customer data never leaves your environment. In this walkthrough, see how DRTE handles the entire document lifecycle—from initial generation to final signature—in a single, automated flow.

Key Features Shown in This Video

• 100% Salesforce Native: No external integrations or third-party APIs. Your data stays secure within your Salesforce instance.
• One-Click Generation: Automatically merge Salesforce data into professional quotes or contracts instantly.
• On-the-Fly Editing: Need a quick change? Modify the generated document directly before sending it out.
• Branded Email Templates: Use pre-configured templates to ensure professional communication every time.
• Mobile-First E-Signatures: A frictionless experience for signers. They can review and sign documents directly from their mobile browser—no app downloads required.
• Automatic Filing: Once signed, the document and its Certificate of Completion are automatically saved back to the original Salesforce record.

How It Works

1. Generate: Select your template and let DRTE merge the data.
2. Refine: Make any necessary manual edits on the fly.
3. Send: Choose your contact and a consistent email template.
4. Sign: Your customer signs easily from any device.
5. Sync: The signed PDF is instantly attached to your Salesforce files.

Ready to simplify your workflows?

Bring efficiency and security to your document process today.