Automatically generating NDA with Salesforce


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    Rocky Dohmen

    Hi Maddie,

    Unfortunately out of the box, this is not possible with the Salesforce integration. However, this is something that can be done via our API. For more on the API please follow this link, if you would like more info please let us know and we can have your Customer Success Manager reach out.

    With that said, we like the way you're thinking and will be expanding our capabilities into more one-click or no-click workflows in the future but there is no ETA on these types of updates. 


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