# Tally Sign in Salesforce — build, send and sign from the record > Build e-signature templates for any Salesforce object from the Tally Sign tab, send from the record, and get the signed PDF and field updates back. Install the package and Tally Sign becomes part of Salesforce. Build templates for any object from the Tally Sign tab, send from the record, answer the customer on the same page, and get the signed copy, the field updates and the next step back without switching tabs. [Get started](https://www.tallysign.com/signup) Watch it work ## Build templates in Salesforce — for any object, from the Tally Sign tab Open the Tally Sign tab, choose New template and pick the object it's sent from: a quote, an opportunity or one of your own. Describe it and the assistant designs the whole page around the record, or build it yourself with that object's fields: follow lookups as far as you need, choose who signs, and preview it with a real record before anyone uses it. - **Have the assistant design it**: Ask for a bold order form. It designs the page around the quote's lines, filled from a real quote. - **A template for your own object**: A Service Agreement template: fields through two lookups, the account's signer, filled from a real agreement. - **A template for quotes**: The quote's lines are already on the page. Drag in fields, preview a quote, then send it from the quote. What you're seeing: A new Order Form template for quotes is created from the Tally Sign app in Salesforce. The rep asks the assistant for a bold order form that makes the customer want to sign. It designs the page in the Bold look around the quote's lines: a cover, the deal in one line, key details, a six-week rollout and plain-English terms. A preview fills it from a real quote, top to bottom. ### Every object in your org Quotes, opportunities, orders, contracts, accounts, cases and custom objects. The list is whatever your org has. ### Through any lookup Service Agreement › Account › Owner › Full Name. Walk from the record to anything it points to and drag the field in. ### Signers from the record A contact lookup, a contact role, a related contact on the account, the owner, or someone the rep picks when sending. ## Send from the record — and see it come back signed Reps click Send with Tally Sign on the record. The document is already filled in and the signers are already chosen. They can fix a sentence before it goes out, answer the customer's questions and accept their redlines from the same page, and watch the record update the moment everyone has signed. - **Send and get it back signed**: Signers come from the quote. Signing marks it Accepted and creates the order. - **Reply and accept redlines**: Answer a question, see the edit word for word, accept it in one click. - **Change it before it goes out**: The editor opens right inside Salesforce. Fix a line, then send. What you're seeing: A Salesforce quote with the Tally Sign package. The rep clicks Send with Tally Sign, checks the filled order form and its quote lines, adds a note and sends. The customer signs, the quote moves to Accepted, an order appears and the rep gets a bell notification. ## Salesforce hears back — without anyone copying it over Each template decides what happens to its record when the document is sent, signed or declined. Nothing is pasted in by hand, and every step is logged on the envelope, including Salesforce's own message if one fails. 1. 1 Sent: the record's status moves Any field on the record, or on a record it looks up. Out for Signature, Presented, whatever your process calls it. 2. 2 Signed: fields are updated Status, the signed date, a link to the document, or any value you choose. 3. 3 The signed PDF goes into Files With its certificate: the version that was signed, every signer, the time and IP. 4. 4 Revenue Cloud: order, assets and contract On quotes, the standard quote-to-cash actions run in order. Turn off any you do by hand. 5. 5 Declined: the reason comes back On the envelope, and in a field on the record if you like. The rep is notified. 6. 6 Every envelope is a Salesforce record With its recipients and activity, ready for reports, list views and dashboards. ## Send on its own — as a Flow in your org Write a rule in one sentence: when a quote is approved, send the order form. Tally Sign deploys it to Salesforce as a record-triggered Flow, so it fires however the record changed, and logs every run. Start it in test mode to see what it would have sent. What you're seeing: The automations library. The rep turns on “Mark the quote Accepted when it's signed”, then creates a rule that sends the Order Form when a quote's Status becomes Approved. Switching it on deploys a Flow to Salesforce, and the first run appears in the log. ### Real Flows Rules are deployed as record-triggered Flows your admins can see in Setup, not a sync that polls from outside. ### Flow and Agentforce actions Send for signature, get status, remind, void or run a rule from Flow Builder, or hand them to an agent. ### Safe by default It won't send a second copy while one is out. If a signer is missing, it saves a draft and tells the record's owner. ## Part of Salesforce — not a window next to it The Tally Sign package is a managed package from Tally. It puts each part where your team already works, and reports on envelopes like any other Salesforce data. - App navigation Tally Sign tab Every document, template and automation in one place, without leaving Salesforce. - Record pages Record component Envelopes, status, the customer's questions and redlines, right on the record. - Record action Send with Tally Sign On quotes, opportunities, orders, contracts and accounts. Add it to any object. - Custom objects Envelope records Envelopes, recipients and activity, linked to the record they came from. - Tally Sign Reports Reports and a dashboard What's awaiting signature, time to sign, and what each rep closed. - Salesforce header Bell notifications Opened, questioned, redlined, signed or declined, with a link to the record. - Tally Sign category Flow and Agentforce actions Send, check status, remind, void or run a rule from any Flow or agent. - Your org Record-triggered Flows Automation rules you write in Tally Sign are deployed as real Flows. ### Seats are Salesforce users Each seat is linked to one Salesforce user. One pool covers Tally Sign on the web and in Salesforce. ### Looking is free Anyone can see status, open signed documents and leave internal notes on the record without a seat. ### It checks access first Before Tally Sign shows or sends anything from a record, Salesforce confirms the person can open that record. ## Made for how you sell — in Salesforce Start with the object your team already works from. Tally Sign reads its fields, its lines and its people, and writes the result back. [Revenue Cloud Advanced](https://www.tallysign.com/solutions/revenue-cloud): Order forms from quote lines. Signed quotes become orders, assets and contracts. [Opportunities](https://www.tallysign.com/solutions/opportunities): Proposals and agreements from the deal, signed by its contact roles. [Any object](https://www.tallysign.com/solutions/any-object): Accounts, contracts, orders, work orders and your custom objects. ## Questions ### Which Salesforce editions does it work with? Enterprise, Unlimited, Performance and Developer Edition. Professional, Essentials, Starter and Group Edition don't run a package's Apex or allow API access, so they aren't supported. ### Where are templates built, in Salesforce or in Tally Sign? Either. The Tally Sign tab in Salesforce opens the same editor as the web app, full screen, with the chosen object's fields. A template made in one is there in the other. ### Can we try it in a sandbox first? Yes. Connect a sandbox and production at the same time. Each sends and syncs on its own, and by default a sandbox sends signing emails for people outside your company to the sender instead. ### Do we need Revenue Cloud or CPQ? No. Standard quotes, opportunities and any other object work on their own. Revenue Cloud's quote lines and quote-to-cash steps switch on when your org has it, and CPQ quotes work too. ### What does a rep need to send? A Tally Sign seat linked to their Salesforce user. Your admin assigns seats, or turns on automatic seats. People who only look at status and signed documents don't need one. ### Can we use Tally Sign without Salesforce? Yes. Tally Sign works on its own for $20 a user, and you can connect Salesforce later. The Salesforce plan is $200 a month for every five users, with no limit on documents. ## Step-by-step guides Tally Sign University walks through each part with screenshots of the real product. [All guides](https://www.tallysign.com/university) - [Add Tally Sign to Salesforce](https://www.tallysign.com/university/salesforce/install-the-package): Salesforce · After connecting: assign permission sets and seats, put the Tally Sign component on the record pages you send from, add the Send with Tally Sign action and check it all from Tally Sign. - [Salesforce fields in templates and Preview as record](https://www.tallysign.com/university/salesforce/fields-and-preview): Salesforce · Place any field from the record, or its parent records, and preview the template with real data. - [Send from a Salesforce record](https://www.tallysign.com/university/salesforce/send-from-salesforce): Salesforce · Send an order form or any template from a Quote, Opportunity, Order, Contract or Account. - [Negotiate from inside Salesforce](https://www.tallysign.com/university/salesforce/negotiate-in-salesforce): Salesforce · Reply to questions, leave internal notes and accept or reject redlines without leaving the record. ## Pricing $200 a month for every five users, with Salesforce $20 a user a month, without a CRM That is the whole price list. Every feature is on both plans, single sign-on included, nothing is metered, and both start with 7 days free. The Salesforce plan adds the Salesforce integration, which works seamlessly with Revenue Cloud. [Get started](https://www.tallysign.com/signup) [Pricing details](https://www.tallysign.com/pricing) No limit on - Documents and envelopes No limit - Templates No limit - Signers No limit - Automations No limit Customers never take a seat. In Salesforce, people who only look at status, signed documents and internal notes don't either. Source: https://www.tallysign.com/salesforce