#Docusign Gen0 diskutieren mit

@Vicky Bott

I tried this and it didn't work. I'm having the same issue and it's 4 years later. Any suggestions? Here is the error message I am receiving: 

There were some problems with your document generation

Generated Documents

Unable to generate the following files:

• Change Order (3)
• The requested Salesforce document merge could not be completed. An error has occurred. ReferenceId: e702dbf1-1bd3-4b6c-a9b3-2fe5b43aa90d

Hi @Trail Blazer060

, 

Creating a template using a Word document as the document template is the default option. There is another option to use the Docusign Agreement Cloud Editor within Gen, but that's a special feature that needs to be enabled by your Docusign sales team or by Docusign support. 

Hope that helps! 

Jesse

@Kim Sidaway

hey Kim, having stuggled with a similar issue I finally found a resolution. 

The solution is to use the whole expression not just the partial bits that are provided in the Docusign UI - well at least for a Content Select type. In my case, the key was ensuring that there are // (double slashes) between each of the different Object Levels across a relationship. When I tried with just a single I got the no results error you were also receiving. 

In my instance, I needed to return a single Contact's name on a document initiated on the Account via the AccountContactRelations object. This was the entire expression I used in my template:

<# <Content Select="/Account//AccountContactRelations//Contact.Name" /> #>

To generate editable Word or PDF documents from Salesforce Opportunity records, you can use several tools, both native to Salesforce and third-party. Here are some popular options:

1. Salesforce Document Generation Tools (Native)

• Salesforce Quote Templates (Salesforce CPQ): If you’re using Salesforce CPQ, you can create quote templates to generate PDFs from Opportunity records, Quotes, or related objects. This is limited to the CPQ module but works well if you're already using Salesforce CPQ.
• Salesforce Reports and Dashboards: Although not as customizable for complex layouts, you can use these tools to export data and reports as PDFs. However, it's limited in formatting control.
• Salesforce Flow and Visualforce Pages: You can create custom Visualforce pages or use Salesforce Flow with templates to create and export PDFs based on Opportunities. This requires some development.

2. Third-Party Document Generation Apps on the AppExchange

• Conga Composer: One of the most popular document generation solutions on AppExchange. Conga Composer allows you to create Word, PDF, and other document formats from Salesforce records. It has extensive customization options, allowing you to pull data from multiple objects and create templates.
• DocuSign Gen: Great for creating document templates that are both editable and can be digitally signed. It integrates well with Opportunity records and supports Word and PDF formats.
• Nintex Drawloop: This app offers robust document automation capabilities, allowing you to create custom templates in Word, Excel, and PDF formats. It’s customizable and integrates well with the Opportunity and other Salesforce objects.
• S-Docs: A native Salesforce solution, which means it doesn’t rely on external integrations. S-Docs can generate Word and PDF documents from Opportunity and other records and supports various customization options.

3. Microsoft Word with Salesforce Integration

• Salesforce to Microsoft Word Templates: If you use Microsoft Word for template creation, Salesforce allows you to use Word Merge templates that pull data directly from Salesforce into Word documents. Salesforce AppExchange also offers tools to make this easier if you need more control over the document layout.

4. Apex + Visualforce Custom Solution

• For maximum control over how your Word or PDF looks, you can develop a custom solution using Visualforce and Apex. This approach requires developer resources but gives you flexibility and the ability to handle complex document layouts.

These tools vary in their ability to provide editable formats directly, but options like Conga, Nintex Drawloop, and DocuSign Gen excel in flexibility and ease of setup.