💡 NB: Action is required by all Admins of Juro's Salesforce package to avoid disruption to your contract workflows. Please read below and follow a few simple steps to upgrade to our latest version.
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Introduction 👋
In our latest Salesforce package, we've added a new function: the ability to send contracts created in Salesforce through Juro's Negotiation Flow!
As well as being able to use all of the normal functionality of the Negotiation Flow, counterparty changes accepted by you in Juro will passed back to and reflected in your Salesforce environment.
What's available? 🎁
Support for ‘Create new versions’ and contracts originating from Salesforce
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By enabling the Create new versions option on your template, the negotiation flow will be available for the documents you create from Salesforce using this template.
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When a counterparty makes suggested edits and triggers the Negotiation Flow, you can see what data from Salesforce will be updated upon accepting any changes.
When data is changed in both Salesforce and in the counterparty's version, all data is stored and presented to you upon receiving the document back so you can decide which data to update.
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What do I need to do? 💻
You need to install the latest version of our Salesforce package (v 1.73) by clicking the button below. Once you have upgraded, please email us to confirm and we will then release the features to your account.
💁♀️ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com 🚀
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