I'm trying to set up merge fields to transfer information about the product (name, quantity, unit price, discount, sum) from an Opportunity into a DocuSign template. I know how to make it work for 1 product but how should the connection look like when there are several products in an Opportunity? I looked for solutions in this community and also from DocuSign side but I didn't manage to find anything helpful enough. I would really appreciate your help.
4 respuestas
If using the Agreement Cloud Editor: - Create a template using Opportunity as your primary object
- Select Salesforce Fields
- Select OpportunityLineItems
- Select the fields you wish to merge into your document.... a table is auto created
- A table is auto created
