Tomorro’s widget recap

• 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 :salesforce: → Tomorro :tomorro:

All actions below will connect Salesforce data into Tomorro’s project (smart fields and contacts) depending Tomorro’s template you select. Moreover, you can either choose Tomorro’s template document or counterparty’s document

✅ Project generation (draft)

• Generate manually a project from widget choosing Tomorro’s template document or counterparty’s document
• Generate automatically a project when a specific stage is reached

✅ Project generation (signed)

• Store a signed project manually from widget choosing Tomorro’s template document or counterparty’s document
• Store a signed project 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 project (in one click)