How may we help you?

How to send Credit Applications from Salesforce

To send a credit application to a customer, the Territory Manager needs to create a ‘Dealer’ type account in Salesforce and enter as much information as possible to the record. Verify you’ve registered your DocuSign account and assigned all necessary permissions in Salesforce to send a credit application. Enter the signer of the credit application on the Credit Contact field, this contact must be responsible for completing the application and must be of CEO/CFO/Owner record type. Last step is to check the ‘Start Credit Application’ field in the Credit section on Account page. 

Find the status of my application 

On left hand side of the Account page, you’ll find DocuSign Envelope Status section. Clicking on the Arrow button will expand the envelope showing the details about when the envelope was sent, who it was sent to, who completed the application and who’s the current signer.   

How to send reminder/void a credit application 

Dropdown arrow on the left side of the envelope has two functions:

1. Send Reminder
2. Void

Void: Before voiding, the user may input the reason for voiding this application. This will void the entire credit application and the customer can no longer access it. 

 Send Reminder: This will generate a new DocuSign URL for the customer to sign and send a notification email to the customer. 

How to re-send credit application 

1. First, the current credit application needs to be voided. 

2. Uncheck the ‘Start Credit Application’ checkbox on your dealer account in Salesforce

3. Update the credit contact to whom you’d like to send a new application

4. Send a ticket to Staff, IT HelpDesk to clear/delete the previous credit app ID (DocuSign Envelope Id)

5. Refresh the page and check the ‘Start Credit Application’ checkbox. 

If you still need more information, please find it on Metrocademy course 'Credit App Process Via Salesforce'