Tally Sign University

All tracks

1. 01

   Getting started

   Set up your company, build a template, send your first document and see what your customer sees.

   • Set up your company
   • Build a template in the editor
   • Send a document and track it
   • What your customer sees when signing
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
   • 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

   Send documents when records change, call Tally Sign from Flows and Agentforce, and post signed deals to Slack.

   • Automation rules
   • Flow and Agentforce actions
   • Recipe: post to Slack when a deal is signed
6. 06

   Admin

   Seats for the people who send, team roles for who manages what, and single sign-on for how your team signs in.

   • Seats
   • Team and roles
   • Single sign-on
7. 07

   AI

   Draft, fill and send documents by asking Claude or ChatGPT, including order forms from Salesforce quotes.

   • Use Tally Sign from Claude or ChatGPT