How do I create a field where the customer can choose terms on a pick list in Salesforce?

40 Views Asked by At

How do I create a terms pick list so customers are able to choose their terms when sending out a quote via the Docusign App Launcher?

1

There are 1 best solutions below

0
Sayed Hussein On

You can save your picklist values and related project description master data in custom setting, then you can use trigger to auto populate description value based on picklist value selected.

Hope this will resolve your issue.