We currently use a DocuSign button on the Salesforce Contact record to manually send DocuSign envelopes, and that process works correctly.
We are now automating this workflow so Salesforce will:
- Automatically create a DocuSign envelope using a DocuSign Template
- Generate and store the recipient signing URL on the Contact record
- Sync that URL to Account Engagement (Pardot)
- Use the signing link inside Account Engagement emails
- However, we are unable to generate the signing URL programmatically, and we need assistance identifying the correct configuration or method to create the Recipient View (signing link) via Salesforce automation.
