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Salesforce OMS-435 Exam - Topic 7 Question 82 Discussion

A company wants to allow agents to send customers a quote for signature. The quote is a documentscreated using a DocuSign template that has been prefilled with all of the quote details. The document will be emailed to one or more recipients for signature.How should a developer configure this functionality in an OmniScript?
A) DocuSign Envelope Action
B) PDF Acwm
C) DocuSign Signature Action
D) Email Action

Salesforce OMS-435 Exam - Topic 7 Question 82 Discussion

Actual exam question for Salesforce's OMS-435 exam
Question #: 82
Topic #: 7
[All OMS-435 Questions]

A company wants to allow agents to send customers a quote for signature. The quote is a documentscreated using a DocuSign template that has been prefilled with all of the quote details. The document will be emailed to one or more recipients for signature.

How should a developer configure this functionality in an OmniScript?

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Suggested Answer: A

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Franklyn
26 days ago
I think C) DocuSign Signature Action makes more sense.
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Esteban
1 month ago
A) DocuSign Envelope Action is the way to go!
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Talia
2 months ago
I’m a bit confused about the difference between the DocuSign Envelope Action and the DocuSign Signature Action. I wish I had reviewed that part more thoroughly.
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Freeman
2 months ago
I feel like the Email Action could be relevant here, but it seems more like a supporting action rather than the main one needed for sending the quote.
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Lavina
2 months ago
I remember practicing a similar question where we had to configure document sending, and I think the DocuSign Signature Action was involved.
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Marcelle
2 months ago
I think we might need to use the DocuSign Envelope Action, but I'm not entirely sure if that's the right choice for sending quotes.
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