Signature Management in Retail Execution

Certain sales and delivery processes require signed confirmation between manufacturers and retailers. For example, a van driver requires a signature from the store manager to confirm a delivery. Signatures in BMP, GIF, or JPEG formats can be synced and printed in an invoice.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Consumer Goods Cloud enabled
  • Create a Signature Template
    Signature templates have attributes, such as name, description, state, and sales org.
  • Create a Signature
    Create signatures that can be synced and added to invoices. Add signature flows to signatures.