Prerequisite : Salesforce - What can I do with Tomorro's widget ? (Recap)

Our Salesforce integration is designed to streamline your processes and avoid the back and forth between your different tools. We have developed 5 connectors to meet the needs of our various customers, and we continue to iterate, don’t hesitate to contact us to discuss.

✍️ Manually generate projects from Salesforce

Your Sales team can initiate a negotiation or store a signed contract directly from an Opportunity, Account, or Case. Choose the right template, fill in key fields, and generate the project, all without leaving Salesforce. Simple, fast, and fully integrated.

More details

After installing the application, your Sales team will be able to generate projects from Salesforce in less than 2 seconds. You can choose whether you want your team to generate projects from Opportunity, Account or Case.

On the example below, we will start from Opportunities.

1.1 Select at which project want to to create it on Tomorro

You can either select to start a negotiation (draft project creation) or to store a signed document.

1.2 Select the project type to generate

Sales can choose between all Tomorro’s template they gave access to.

1.3 Counterparty name

The counterparty name is automatically filled with the account name but can be changed.

2.1 Project name

The project name is automatically filled from Tomorro’s template setup but can be changed.

2.2 Language of the template

Two options here:

if they want to start the project from a document hosted on Tomorro, they will need to select the template language
otherwise, if they want to start from an external Word or PDF file, they will to select the option no template
Here they can import a new file or chosse one from “notes & attachments”

3. Fill in the mandatory fields or upload the file

When an admin configures a project type on Tomorro, they can mark some fields as mandatory for generation.

So sales will be able to fill in those values directly from Salesforce, so that the right document will be generated

4. Let’s generate the project

Well done! The project is now generated on Tomorro and accessible directly from Salesforce.

⚙️ Automatically generate projects from Salesforce

Once configured by a Salesforce admin, Tomorro will automatically generate projects when an Opportunity reaches a specific stage. Choose the project type, status (Draft or Signed), and whether to sync files, then let Tomorro handle the rest. Reliable, consistent, and fully hands-free.

More details

After installing the application, projects will be automatically generated from Salesforce into Tomorro without manual intervention. As a Salesforce admin, just configure the trigger to make it work the way you want:

1. Select the opportunity stage

Define at which opportunity stage you want the project to be generated. It can be any of your Opportunity statuses.

2. Define the type and status of project

Select the project type you want to automatically generated
Select the status of the project that will be created
- Draft status in case you want to generate the project on Tomorro to start negotiating or to sign it.
  - In this case, you can also define whether you want a document to be generated or not based on the template hosted on Tomorro.
- Signed status in case you simply want to keep automatically track of all your documents that have been signed outside Tomorro

3. Synchronize the files

Define whether you want all the files stored on the Opportunity to be automatically uploaded on Tomorro.

4. Activate and test the trigger

Now, let the magic happen: each time your Opportunity reaches the pre-defined status, a project will be generated in Tomorro, from your chosen type and template, with the selected status.

⚠️ Careful, projects won’t be generated in the following case:

some mandatory smart fields are not mapped to Salesforce data
some mandatory smart fields are mapped, but not filled in on the opportunity

📨 Request signature from Salesforce

Sales are also able to request signature directly from Salesforce, be it with Tomorro’s native signature or via DocuSign. If approval workflows need to be triggered, they will be launched automatically.

More details

After generating a project, the next goal is to sign it without leaving the Salesforce interface. With Tomorro, this is once again just one click away.

There are two ways depending on your current solution of digital signature. Tomorro offers a native solution, but to adapt to your habits, we also created a DocuSign integration.

Tomorro signature

With Tomorro's signature, the experience is really as simple as possible:

Simply click on Send for signature
Check the pre-filled signatories, fill in the empty ones, and add a custom note
It’s done, the document is now sent for signature

In case of an approval workflow:

In case an approval workflow before signature is set up on the project type, the workflow will be automatically triggered upon sending for signature.

Once approved in Tomorro, the document will be automatically sent for signature.

Docusign signature

With DocuSign, the process is almost the same as with Tomorro.

The salesperson need to connect a Docusign account on Tomorro
When clicking on “Send for signature”, the sales will be redirected to DocuSign, where he will be able to configure the signature zones and send the enveloppe.
Once sent, the sales is automatically redirected to Salesforce.

Once fully signed, the document will be available on Tomorro, as well as on Salesforce if you need it to be.

🔗 Synchronize data between Salesforce and Tomorro

Synchronize your data by mapping the Tomorro smart fields and the Salesforce fields. When generating a project, your Salesforce data will automatically be saved on Tomorro.

Changes occur on Tomorro? Everything is kept in sync at all time on Salesforce.

Changes occur on Salesforce? You can update them just in one click!

More details

We know that information need to be synchronized from everywhere. Once you have fully done your mapping between Salesforce and Tomorro, this will be the case:

From Salesforce :

When generating a project from Salesforce, smart fields will be automatically filled by the Salesforce data, and all the contact added to the project with the right role.

Moreover, if the data change in Salesforce and the contract is still not signed in Tomorro, you can update smart fields in just one click from the widget!

From Tomorro :

On the opposite, any change done in Tomorro will be automatically passed on to Salesforce, like magic ✨

Never, always, or on a specific status of your projects.

👁 Track projects from Salesforce

Simply track your projects status from Salesforce, and get the signed PDFs automatically uploaded on Salesforce.

More details

No more back and forth between your tools! Get the right data at the right place.

Track the project status from Salesforce

From the Opportunity, Case or Account from which you have created projects, you can now track the status of the projects. No more back and forth between your tools!

If you need to go one step further you can also use the Records created by Tomorro.

Automatically get the signed PDFs on Salesforce

You want your sales team to access easily the signed document directly from Salesforce?

Anytime a project generated from Salesforce is signed (be it from Tomorro’s native signature or from DocuSign), you will find the document in the “Notes & Attachments” section of Salesforce.

🧨 Use dynamic tables

You want to generate quotes or any template using dynamic tables? You can map them directly from Salesforce and the data will be completed into Tomorro’s project.