DocuSign envelope templates is one way to differentiate standardized documents that originate from our organization. But, because I/O's originate with our partners, envelope templates are not applicable.
There is a function named Custon Envelope Fields that seem to be perfect, but these fields cannot be made available in DocuSign for Salesforce. Instead, the only way to use custom envelope fields is to " create envelopes within the DocuSign Console and relate back to a SalesForce object." I.e. we cannot use custom fields (such as a picklist document type) with DocuSign for Salesforce.
Our entire organization is trained on sending documents for signature from Salesforce. I do not want to ask our sales reps to leave salesforce for the DocuSign Console.
Does anybody have experience with Docusign for Salesforce? Any experience in differentiating documents through Docusign for Salesforce?
Is there a way that I can force a custom field onto a page layout for managed packages?
Thank you!
Hey Orian!
You hit the nail on the head regarding keeping your sales reps inside Salesforce—forcing them into the DocuSign Console just to tag an envelope is a huge adoption killer.
Even though DocuSign’s native component doesn't automatically surface custom envelope fields onto standard Salesforce page layouts out of the box, you can bridge this gap by passing your Salesforce picklist values directly into DocuSign using Custom Button URL parameters.
Here is how you can set that up so your reps never have to leave Salesforce:
1.Create a Document Type Field:Salesforce Field Setup.
Create a custom picklist field (e.g., Document_Type__c) on your parent object (like Opportunity, Contract, or Agreement) with values like "Insertion Order (I/O)", "NDA", and "T&Cs". You can verify success when reps can select the document type right from the Salesforce page layout before clicking send.
2.Map Salesforce Fields to DocuSign Custom Fields:Custom Button URL Parameters.
Customize your DocuSign Send button URL to dynamically pass the selected picklist value into DocuSign’s custom envelope field (such as your "IO Test Field" shown in the screenshot). By appending custom field parameters (like &CF1Name=IO%20Test%20Field&CF1Value={!Opportunity.Document_Type__c}) to your button's JavaScript or URL syntax, DocuSign will capture the selection automatically. You can verify success when sending an envelope populates the custom field in DocuSign without manual entry.
