#DocuSign Envelope0 personne en discute

Hi Team,

I’m having issues populating all quote lines on DocuSign envelope templates.

We integrated DocuSign esignature with CPQ and I’m having difficulty populating the quote lines on a form. I know this can be done with DocuSign Gen, I was wondering if someone integrated it with DocuSign esignature.

If a quote has multiple lines, only one line appears on the DocuSign form. I was thinking about creating a custom field in Salesforce that automatically captures all line items on a quote and add the custom field on the DocuSign form.

Any ideas will be greatly appreciated!

Hello everyone,

Does anybody have experience of using DocuSign and Salesforce integration. I have read the documentation provided by DocuSign. However, I didn't find things in detail. I am trying to send DocuSign envelope automatically using Process builder on a field update. I need to populate recipient based on the triggering record in salesforce. Can anybody suggest how we can achieve this?