Tally Sign Support

All tracks

1. 01

   Getting started

   Set up your company, build a template, send your first document, see what your customer sees and manage your own sign-in.

   • Set up your company
   • Build a template in the editor
   • Send a document and track it
   • Bulk send a template to many people
   • What your customer sees when signing
   • Your profile and password
   • Bring over your DocuSign templates
   • Get help: ask a question or talk to a person
2. 02

   Negotiation

   Questions, replies, internal notes, suggested edits and new versions, all on the document.

   • Questions, replies and internal notes
   • Suggested edits, change requests and versions
   • Locked sections
3. 03

   Salesforce

   Install the package and connect your org, fill templates from records, send and negotiate from Salesforce, and report on every envelope.

   • Install and connect Salesforce
   • Add Tally Sign to Salesforce
   • Salesforce fields in templates and Preview as record
   • Related lists as tables
   • Who signs (signer rules)
   • After signing: field updates, Files and notifications
   • Send from a Salesforce record
   • Negotiate from inside Salesforce
   • Envelopes, reports and the dashboard
4. 04

   Revenue Cloud

   Send order forms from Revenue Cloud quotes and turn signed quotes into orders, assets and contracts.

   • The quote-to-cash setup wizard
   • Pricing table: ramps, groups, recurring and one-time charges, amendments
   • Signed → Order → Contract
5. 05

   Automation

   Remind signers and tell your team on their own, send documents when records change, call Tally Sign from Flows and Agentforce, and post signed deals to Slack.

   • Automations: reminders, alerts and follow-ups
   • Automation rules
   • Flow and Agentforce actions
   • Recipe: post to Slack when a deal is signed
6. 06

   Admin

   Seats, team roles and single sign-on, billing, email from your own domain and notifications, security and your data, and downloading or deleting your data.

   • Seats
   • Team and roles
   • Email and deliverability
   • Single sign-on
   • Download everything, leave or delete the company
   • Billing
   • Email and notifications
   • Security and your data
7. 07

   AI

   Draft, fill and send documents by asking Claude or ChatGPT, including order forms from Salesforce quotes, and handle documents by replying to Tally Sign's update emails.

   • Use Tally Sign from Claude or ChatGPT
   • Work with the assistant by email