# Send from any Salesforce object — standard or your own > Generate and e-sign documents from any Salesforce object, standard or custom. Merge fields through lookups, write results back and report on envelopes. Tally Sign generates documents from accounts, contracts, orders, cases and work orders, or custom objects like leases, enrollments and service agreements. Drag any of the record's fields into the text, send from the record, and write the result back to it. [Get started](https://www.tallysign.com/signup) Watch it work - Account Account - Contract Contract - Order Order - Case Case - Work Order WorkOrder - Lease Lease__c - Enrollment Enrollment__c - Service Agreement Service_Agreement__c Standard objects and custom objects work the same way. These are examples; the list is whatever your org has. ## Any field, through any lookup — Account › Owner › Full Name This is a service agreement template on a custom object. Walk from the agreement to its account, then to the account's owner, and drag the owner's name into a sentence. Preview a real agreement and it's filled in. What you're seeing: A Service Agreement template on a custom object. The account owner's full name is dragged into a sentence through Account › Owner, a preview of a real agreement fills it in, and the After signing settings write the status, the signed date and a link back to the record. ### Your own fields Custom fields, picklists and lookups, from the object and every record it points to. ### Formatted like Salesforce Dates, currency in the record's currency, percents, checkboxes as Yes or No, and addresses on separate lines. ### Checked before it goes out The preview names every empty field. Fill it in on the record, or on the document before sending. ## The record hears back — when it's sent, signed or declined Update any field on the record, or on a record it looks up. Picklists offer their values, dates can take the day it was signed, and text can take a link to the document or the reason it was declined. This is the service agreement template from the demo above. After sending - **Set Status**: Out for Signature After signing - **Set Status**: Active - **Set Signed Date**: The date it was signed - **Set Signed Agreement URL**: Link to the document Save the signed PDF to the service agreement · Notify the sender If declined - **Set Status**: Declined - **Set Decline Reason**: Decline reason Notify the sender ### Who signs Any contact or user lookup on the record, a related contact on the account with a role, the owner or the owner's manager, a specific person, or someone picked when sending. ### Lines from a related list Standard objects use their own line items. For anything else, pick the related list, then drag its fields onto the pricing table as columns. ### Its latest PDF, attached The newest PDF in the record's Files can go along as an exhibit, such as a site plan or a generated quote. ## Flow and Agentforce — five actions in the Tally Sign category The package adds invocable actions. Use them as an Action element in Flow Builder, or give them to an agent in Agentforce. They never fail the Flow: they return Succeeded and an error message, so the Flow decides what to do. Send for signature Record ID Template Mode: send or draft Signer Contact ID Message Returns Succeeded, Document ID, Status, Editor URL Get signature status Record ID Document ID Returns Status, Signers Completed, Signers Total, Completed At Send signing reminder Document ID Record ID Returns Succeeded, Reminded Void envelope Document ID Record ID Reason Returns Succeeded, Document ID Run Tally Sign automation rule Rule ID Record ID Returns Outcome, Reason, Document ID An agent that sends Add Send for signature to an agent as an Apex action and tell it when to use it. Reps can then ask from any record whether it has been signed, or to send the agreement. ``` Send for signature: use when the user asks to send the service agreement for this record. Always use mode "draft" unless the user clearly asks to send now. ``` ## Envelopes are Salesforce records — report on them like anything else Every document sent from Salesforce is an Envelope record with its recipients and activity: status, progress, the object and record it came from, amount, who sent it, how it was sent and days to sign. Reports and a dashboard come with the package. Signed this quarter Report type: Tally Sign Envelopes | Envelope | Related Record | Template | Sent By | Completed | Days to Sign | Amount | | --- | --- | --- | --- | --- | --- | --- | | Service Agreement — SA-01042 | SA-01042 | Service Agreement | Avery Brooks | 9/24/2026 | 0.8 | | | Statement of Work — Brightline Fleet Expansion — Implementation | Brightline Fleet Expansion — Implementation | Statement of Work | Avery Brooks | 9/23/2026 | 2.1 | $54,000.00 | | Order Form — 00000031 | Summit Ridge Clinics Pilot | Order Form | Avery Brooks | 9/22/2026 | 1.4 | $12,400.00 | | Mutual NDA — Kestrel Foods | Kestrel Foods — Platform Rollout | Mutual NDA | Avery Brooks | 9/18/2026 | 0.3 | | The columns of the Signed this quarter report that ships with the package, with example rows. Seven reports, one dashboard The Tally Sign Reports folder, and the Tally Sign Overview dashboard: what's awaiting signature, time to sign, and what each rep closed this month. Report types for envelopes, recipients and activity let you build your own. - Signed this quarter - Awaiting signature by owner - Completed this month by rep - Average days to sign by template - Redlines by envelope - Decline and void reasons - Sent automatically vs by hand ## Questions ### How do reps send from a custom object? Add the Tally Sign component to the object's record page, or as an action on it. Templates linked to that object are listed first, each recipient shows where it came from, and the rep sends from there. The package adds a Send with Tally Sign action to Account, Contract, Opportunity, Order and Quote for you. ### Can a document go out when a custom record changes? Yes. Write a rule such as “when a Service Agreement's Status becomes Approved, send the Service Agreement”. Tally Sign deploys it to your org as a record-triggered Flow, and you can start it in test mode. ### Which envelope fields link back to my custom record? Related Object holds the object's API name, with Related Record ID and Related Record Name. Account, Opportunity, Quote, Order and Contract also get lookups, filled from the record's own lookups. ### Does it respect who can see the record? Yes. When someone uses Tally Sign from a Salesforce record, it checks with Salesforce that they can open that record first. ### Is there a limit on objects or templates? No. Every object, template and automation is included in the same price. ## Step-by-step guides Tally Sign University walks through each part with screenshots of the real product. [All guides](https://www.tallysign.com/university) - [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. - [After signing: field updates, Files and notifications](https://www.tallysign.com/university/salesforce/after-signing): Salesforce · Update fields on the record, save the signed PDF to Files and notify the sender, automatically. - [Flow and Agentforce actions](https://www.tallysign.com/university/automation/flow-and-agentforce-actions): Automation · Send, check, remind and void from any Flow or Agentforce agent with the Tally Sign actions. - [Envelopes, reports and the dashboard](https://www.tallysign.com/university/salesforce/envelopes-reports-and-dashboard): Salesforce · Every document sent from Salesforce becomes an Envelope record you can list, report on and use in Flows. ## 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/solutions/any-object