Problem statement :- Implemented EM Home Software functionality to Salesforce, Added functionality for generating Contract and report from Online tool (Visualforce Page to create Energy Assessment Record) and from Records using Conga Composer.

GetOnCRM Solutions

Our Role :- Our role was Business Analysis, Solution architect and
developer.
Challenges :-
1) Design word template with proper format and as data where dynamic using conga composer.
2) Capturing e-signature on generated document as conga composer not provide functionality for capturing signature.
3) fetch dynamic data from multiple object.

Solution :-

  • For capturing e-signature we have created visualforce component to capture signature and display it on a document.

Key Functionalities :-
1) Visualforce Page which opening through from Energy Assessment or Other object which provide a selection for document to be generated and can preview it. And can capture signature for that document.
2) Can generate multiple document on single click and download, capture signature and send merge document.

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