#Docusign Integration토론 중인 항목 0개

Hello Salesforce Trailblazer Community,

I am currently utilizing Salesforce within my organization and I am interested in integrating Docusign for the purpose of E-signatures. The standard approach appears to be utilizing the Salesforce-managed package, "Docusign E-signature for Salesforce". However, I am exploring options beyond managed packages.

Could anyone guide me on alternative methods to send documents for signature from Salesforce without necessarily using the managed package?

Any suggestions or pointers would be immensely appreciated. Thank you in advance for your assistance!

#Docusign Integration #DocuSign ESignature

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!