Adobe Sign & NetSuite integration Quote Query user roles


Adobe eSign services

Bundle ID: 174236

Version: 4.0.1


Does the user see the “Send for signature” button if he is not assigned a role to use eSign on Quote?


If the administrator has deployed the script (Adobe eSign Services Estimate Button) on Quote Record and the user belongs to a Netsuite role in which he has access to the quote record, then he sees “send for signature” button.

If admin wants to restrict that user to not able to send for signature workflow, then within the permission list of Adobe eSign Services Agreement record, he can set the Level as None for that user role.

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