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!