Executing Contracts is the easiest ever with PactSafe—your prospects can execute Contracts via esignature, text message, Slack, a one-click "Agree," or click-through in your app. All with Contract versioning, analytics, and real-time integration into your Salesforce Opportunities. 

Ready to get started? First, install the App from the Salesforce AppExchange into your Production or Sandbox Org. Once you've installed the app, follow these simple instructions to configure your integration.

1. Update the "PactSafe Canvas" settings within your Connected App settings.

Go to Setup and find Connected Apps on the left menu (or use Quick Find). Click to edit the PactSafe Canvas Connected App and update the Permitted Users value to Admin approved users are pre-authorized. See the graphic below:

Click OK and then Save.

2. Ensure the PactSafe Canvas Connected App is given the right permissions based on the profiles you want to access PactSafe.

You'll want to enable the Connected App for all the relevant users of your Salesforce instance. Note: all users who need access to PactSafe through Salesforce must have a username setup in PactSafe. To learn how to add PactSafe users, check out our Knowledgebase.

For each Profile you want to have access, you'll want to ensure the Connected App is enabled. The graphic below shows a view of the System Administrator Profile, highlighting the PactSafe Canvas checkbox being selected:

3. Add the "PactSafe Requests" Related List to your Opportunity Page Layout(s).

To get PactSafe Requests to show up with your Opportunities, edit your Opportunity Page Layout and drag on the PactSafe Requests Related List:

Click Save.

4. Authenticate into your Salesforce account from the PactSafe application.

Note: This requires a PactSafe account. Request a demo or trial account here if you don't already have one.

To enable the PactSafe integration, you'll need to go to the Integrations section of PactSafe (this requires speaking to someone at PactSafe to get this enabled, FYI) and login to your Salesforce instance. Note: We'd recommend your admin doing this so that it's mapped to their email address.

5. Add all the users by their Salesforce email address (not username).

Ready to get started? Log in to PactSafe to begin the authentication process into Salesforce. Once you log in, you can invite users to your account. Your usernames in PactSafe will need to map to the email addresses of your Salesforce users. E.g. if my Salesforce username is eric+dev@pactsafe.com and my email address on my account is eric@pactsafe.com, the PactSafe username should be eric@pactsafe.com:

Manage integration licenses. Once you've set up the PactSafe users to map to their Salesforce email addresses, you'll need to go to Setup > Installed Packages and manage the licenses for your Salesforce users inside of your account:

You can then assign your users on who should have access to the PactSafe integration. Each user costs $20 per month and is charged through Salesforce Checkout. Please pop open a chat session if you have any questions!

6. Mapping fields in your Contracts

One of the last steps to get your integration going is to connect your Opportunity Fields in Salesforce to PactSafe Contracts. This part is fun. :-) Now that you've set up your Opportunities, you can go to any Opportunity and create a New PactSafe Request:

Once you create the Request, you'll be taken to the Request Details page as if you were going to send Contracts for execution... but you don't need to. We'll do that later. What you've just done is populate all the fields from your Opportunity for use in pre-populating fields in your Contract.

Next, go to the PactSafe app and create a new Contract. Click Start Editing or drop in a Word doc into the editor to get started. There, you'll be able to add a token in your Contract that will be populated by Salesforce Opportunity fields:

This will give you the option to select a Salesforce field:

Note: Currency and dates are automatically converted. Lookup fields for Account and Products can be populated with the value using Salesforce.account.Name. We can also customize the data returned on request, so please get in touch if you have specific needs for data.

Advanced users: It's as simple as typing in your field names wrapped with curly brackets. An example for "First Year Revenue" on the Opportunity would be like this (notice the API name for Custom Fields, it's called "Field Name" for default fields):

Our convention for rendering the fields is wrapping them with two curly brackets: #{{Salesforce.First_Year_Revenue__c}}

And voila! Off you go! Want more help getting started? Give us a shout in a chat or drop an email to help@pactsafe.com.

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