Box Sign for Salesforce - Merge data from related Salesforce objects
Hello, I am testing out Box sign with Salesforce. I'm happy with the single object merging into template - great!
Is there any plans to support merging of data from multiple related objects or hack/work around?
Contact - Jane Doe
- Authorise - Provider Record 1
- Authorise - Provider Record 2
- Authorise - Provider Record 3
Expecting a Single document based on merged data
I know I can introduce a separate DocGeneration tool/process to create the document.
Before heading off down that path, I want to make sure there isn't a solution based around Box and Box api's
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