I'm surprised at how quiet this group is, given the DocuSign App Launcher (entirely new DocuSign/Salesforce package) being rolled out this year. (FYI for those of you who missed the memo, the old Docusign Salesforce integration will be defunct starting in October, and it's taking real time to make the change.)
The new package has a nice "Docusign Envelope Template" functionality that allows me to automatically add Opportunity Contact Roles to my envelopes as CC:s, however, it limits you to five of them. I'm hoping to have them increase the max count, and would appreciate your up-vote on this enhancement idea within the DocuSign community:
https://community.docusign.com/ideas/increase-maximum-recipients-on-docusign-envelope-templates-in-salesforce-27611Hi Jessica,
Thanks for sharing this. The five-recipient limit in the new DocuSign Envelope Template functionality can definitely be restrictive when an Opportunity has multiple Contact Roles that need to be included as CC recipients.
I’d recommend upvoting the enhancement and also adding the specific use case to the idea, since documenting the business impact may help demonstrate the need for a higher or configurable recipient limit.
It would also be useful to confirm whether the five-recipient limit is a hard platform/package limitation or just the current UI limitation, as that could determine whether there’s a supported workaround using Flow or another DocuSign configuration.
