Our latest Salesforce package includes functionality for sending Salesforce-created contracts through Juro's Negotiation flow.
This includes the standard functionality of this feature in Juro, and counterparty changes accepted by you in Juro will be passed back to and reflected in your Salesforce environment.
💡 NB: All Admins of Juro's Salesforce package must action the below to avoid disruption to your contract workflows.
This feature is available on the Juro side by default, but generate an error in Salesforce if you haven't upgraded to our latest Salesforce package.
What's available? 🎁
Turning on the Negotiations mode option for your template enables all features of Juro's Negotiation flow for contracts created in Salesforce using this template.
Data amended in either Salesforce or your counterparty's version are stored and presented to you upon receiving the document, so you can decide which changes to accept or reject.
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What do I need to do? 💻
To use this feature, you'll need to ensure you're using the latest version of our Salesforce package (v 1.75), which you can do by clicking the button below:
💁♀️ 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 us at support@juro.com 🚀