Biotrack Sales Order

Send with Conga Sign

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Go to Opportunities Tab

Make sure you are in the Opportunities Tab, and select your desired Opportunity. Click the down arrow icon next to the buttons on the right side of the screen, and select BioTrack Sales Order Form from the drop down list.

Allow all popups from Salesforce / Conga in your browser.

Allow Popups in Browser
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Check that Merged Document is Selected

Conga will automatically merge the opportunity fields into the Sales order, and that should be reflected in the name of the automatically selected document.

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Check and Modify Recipients, if necessary

The first Signer should autopopulate to include the Opportunity Contact. The second Signer should autopopulate to include the BioTrack Opportunity owner. If you choose to add a different signer, Create New Recipient. This will not add a new contact to Salesforce. The signing order should be Customer recipient first and BioTrack Opportunity owner second.

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Preview and Send

To preview the document, click “Preview and Tag” in the top right corner. Ensure that the document displays as intended, and then click “Send.” There should be no need to modify tags on the document.
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After the Customer Signs, Check that All Fields are Filled Out

Before countersigning, check over the document to ensure that the first signer did not omit anything.

  1. Customer Information
  2. Authorized Business Address(es)
  3. Payment Method
  4. Signature and Date
  5. Credit Card Authorization with Name (If applicable)

If there is an error and the recipient needs to edit, Cancel the transaction and alert the Customer signer.

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Countersign the Document

You will need to click “I Agree” to agree to the Electronic Record and Signature Disclosure. Then Click “Complete Signing.”

Instructions for downloading as PDF will be emailed to you, and also available on the Salesforce Opportunity in the “Files” as SIGNED – {Opportunity name here}SalesOrder.pdf

The history of the document can be found in the Opportunity Activity Timeline.

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Tasks / Email Notifications

  1. There will be a task on the Opportunity in Salesforce reminding you to follow up with the customer if the document has not been signed after one week.
  2. There will be a task on the Opportunity for you to Review and Countersign the Sales Order after it has been signed by the customer.
  3. You will receive email notifications that the document has been sent, viewed and also after the customer has signed. A final notification will be sent to both signers after the document is completed, with the signed document as an attachment.
Greener Pastures Consulting, LLC