If a Salesforce Opportunity has attachments, the same Notes and Attachments are brought into NetSuite.
Sync attachments and notes from Salesforce Quote to NetSuite Quote – You can choose to sync attachments and notes in your Salesforce Quote to NetSuite while syncing Salesforce Quote to NetSuite Quote.
Enable attachment sync
Sync attachments on Salesforce Opportunity to Sales Order in NetSuite. All attachments associated with the Opportunity are brought into NetSuite.
Enable note to user note sync
Sync Notes on Salesforce Opportunity to Sales Order in NetSuite
Enable Echo Sign attachment sync to NetSuite. EchoSign package must be installed in Salesforce
Sync only agreements with attachment status: Select the agreement status for which attachments are to be imported. If none selected, attachments on all agreements will be imported.
Add recipient and document
Status changed to Signed
Docs in NetSuite
Selecting the checkbox will enable the DocuSign attachment to sync to NetSuite. The DocuSign package must be installed in Salesforce.
Sync only agreements with attachment status: Select the DocuSign status for which attachments are to be imported. If none are selected, attachments on all DocuSign status records will be imported. The available DocuSign statuses are:
- Waiting for Others
- Needs to Sign
- Needs to View
- many more..
Click Save Settings to complete the Opportunity Attachment Sync configuration.
Adding the document
Doc sent for signature
Status changed to completed