# Tally Sign University

> Step-by-step guides for Tally Sign with real screenshots: sending and signing, negotiation, Salesforce, Revenue Cloud quote-to-cash, automation, seats and AI.

25 guides in 7 tracks. Each guide is also available as Markdown: add .md to its address.

## [Getting started](https://www.tallysign.com/university/getting-started)

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

- [Set up your company](https://www.tallysign.com/university/getting-started/set-up-your-company): Add your logo, brand color and legal details so every document and email looks like it came from you.
- [Build a template in the editor](https://www.tallysign.com/university/getting-started/build-a-template): Edit wording in place, have the assistant design it, add blocks, place fill-ins and decide who signs.
- [Send a document and track it](https://www.tallysign.com/university/getting-started/send-and-track): Send for signature, see who opened and signed it, remind people and download the signed PDF.
- [What your customer sees when signing](https://www.tallysign.com/university/getting-started/what-your-customer-sees): The signing page from the signer's side: consent, fields, adopting a signature and finishing.

## [Negotiation](https://www.tallysign.com/university/negotiation)

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

- [Questions, replies and internal notes](https://www.tallysign.com/university/negotiation/questions-replies-and-notes): How customers ask questions on the signing page, and how your team replies or talks privately.
- [Suggested edits, change requests and versions](https://www.tallysign.com/university/negotiation/suggested-edits-and-versions): Customers propose wording or ask for a change; you accept, edit or decline, and Tally Sign publishes a new version.
- [Locked sections](https://www.tallysign.com/university/negotiation/locked-sections): Which parts of a document customers can edit, and which they can only ask to change.

## [Salesforce](https://www.tallysign.com/university/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](https://www.tallysign.com/university/salesforce/connect-salesforce): Say where you send from, install the Tally Sign package, then sign in once as a Salesforce admin. Tally Sign checks what your org has and adapts to it.
- [Add Tally Sign to Salesforce](https://www.tallysign.com/university/salesforce/install-the-package): 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): Place any field from the record, or its parent records, and preview the template with real data.
- [Who signs (signer rules)](https://www.tallysign.com/university/salesforce/who-signs): Tell Tally Sign where to find each signer on the record. The first rule that finds a name and email wins.
- [After signing: field updates, Files and notifications](https://www.tallysign.com/university/salesforce/after-signing): Update fields on the record, save the signed PDF to Files and notify the sender, automatically.
- [Send from a Salesforce record](https://www.tallysign.com/university/salesforce/send-from-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): Reply to questions, leave internal notes and accept or reject redlines without leaving the record.
- [Envelopes, reports and the dashboard](https://www.tallysign.com/university/salesforce/envelopes-reports-and-dashboard): Every document sent from Salesforce becomes an Envelope record you can list, report on and use in Flows.

## [Revenue Cloud](https://www.tallysign.com/university/revenue-cloud)

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

- [The quote-to-cash setup wizard](https://www.tallysign.com/university/revenue-cloud/quote-to-cash-wizard): Eight steps from connecting Revenue Cloud to your first signed order form.
- [Pricing table: ramps, groups, recurring and one-time charges, amendments](https://www.tallysign.com/university/revenue-cloud/quote-lines): How the pricing table turns Revenue Cloud quote lines into a clear order summary.
- [Signed → Order → Contract](https://www.tallysign.com/university/revenue-cloud/signed-to-order-to-contract): What runs after signing, what the quote needs beforehand and what to check if a step fails.

## [Automation](https://www.tallysign.com/university/automation)

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

- [Automation rules](https://www.tallysign.com/university/automation/automation-rules): Send or draft a document when a Salesforce record changes. Each rule becomes a real Flow in your org.
- [Flow and Agentforce actions](https://www.tallysign.com/university/automation/flow-and-agentforce-actions): Send, check, remind and void from any Flow or Agentforce agent with the Tally Sign actions.
- [Recipe: post to Slack when a deal is signed](https://www.tallysign.com/university/automation/slack-recipe): A record-triggered Flow on Envelope that uses Salesforce's Send Slack Message action.

## [Admin](https://www.tallysign.com/university/admin)

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

- [Seats](https://www.tallysign.com/university/admin/seats): One seat per person, across the web app and Salesforce. Request a seat, the 7-day rule and automatic assignment.
- [Team and roles](https://www.tallysign.com/university/admin/team-and-roles): Invite teammates and choose what each of them can manage.
- [Single sign-on](https://www.tallysign.com/university/admin/single-sign-on): Let your team sign in through Okta, Microsoft Entra ID, Google Workspace or any SAML 2.0 or OpenID Connect provider, test it, then turn it on or require it.

## [AI](https://www.tallysign.com/university/ai)

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

- [Use Tally Sign from Claude or ChatGPT](https://www.tallysign.com/university/ai/use-with-claude-or-chatgpt): Connect your AI app once, then ask for NDAs, SOWs or the order form for a Salesforce quote in plain English.

Source: https://www.tallysign.com/university