What are three reasons why you would need an AppExchange Solution to support generating a Document in support of a Revenue Cloud Project?
What are three reasons why you would need an AppExchange Solution to support generating a Document in support of a Revenue Cloud Project?
A . Contract Redlining
B . Watermarks
C . Invoice Generation
D . Electronic Signature
E . Attachments
Answer: A,D E
Explanation:
These are three features that are not natively supported by Salesforce Revenue Cloud, but can be added by using an AppExchange Solution.
Contract Redlining: This is the process of comparing and editing different versions of a contract document, usually with track changes and comments. This can help to negotiate and finalize the terms and conditions of a contract with customers or partners. 1
Electronic Signature: This is the digital equivalent of a handwritten signature, which can be used to sign and validate a contract document electronically. This can help to speed up the contract approval process and reduce paper usage. 2
Attachments: This is the ability to add additional files or documents to a contract document, such as supporting evidence, product specifications, or legal disclosures. This can help to provide more
information and clarity to the contract parties. 3
Reference:
1: This article explains the benefits and challenges of contract redlining and how to use an AppExchange Solution to enable it in Salesforce.
2: This article explains the benefits and best practices of electronic signature and how to use an AppExchange Solution to integrate it with Salesforce.
3: This article explains how to use an AppExchange Solution to add attachments to a contract document in Salesforce.
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