Tomorro’s widget can be plug in every Salesforce object (opportunity, account, custom…). All access rights and usage settings configured in Tomorro are replicated in Salesforce.
Salesforce → Tomorro
All generations below will connect Salesforce data into Tomorro’s contract (smart fields and contacts) depending Tomorro’s template you select. Moreover, you can either choose Tomorro’s template document or counterparty’s document
✅ Contract generation (draft)
Generate manually a contract from widget
Generate automatically a contract when a specific stage is reached
✅ Contract generation (signed)
Store a signed contract manually
Store a signed contract automatically (from notes & attachments) when a specific stage is reached
✅ Send for signature
Send for signature manually from widget
Approval workflows follow Tomorro’s template setup
✅ Visibility
View contract on Tomorro
View contract on Salesforce
✅ Sync data (optionnal)
Update smart fields from Salesforce into the Tomorro contract (in one click)
Send “notes & attachments” Salesforce documents in Tomorro (automatic or manual)
Tomorro → Salesforce
✅ Visibility
Track in Salesforce the contract stage from Tomorro (draft, negotiating, signing, signed, canceled)
✅ Sync data (optionnal)
Update Tomorro’s smart fields into Salesforce (never, always, specific stage)
Stored Tomorro’s signed documents in Salesforce