Docusign/SpringCM Quote Templates and Workflows
Cullen Boone
I updated and created various quote templates and workflows in SpringCM, which was acquired by Docusign. SpringCM was integrated with Salesforce and was used to send quotes out automatically to customers once a certain stage in the sales pipeline was reached. The quote template appeared as just 3 pages to the end customer, but the document had enough conditions to take up over 50 pages.
I worked with SpringCMs markup language, no-code and C# in workflows, and flows, CPQ, and more within Salesforce. I wrote tons of documentation so the team could take over after my work was done.
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Posted Jun 26, 2024
I served as the key resource for updating the automation in the Salesforce and Docusign integration. I also wrote all the necessary technical documentation.
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