DocGen

Hi there,I’m testing out DocGen for Salesforce and have been really impressed by the tool so far. The process is pretty smooth and easy to use, but I’m wondering about the flexibility of “Document Rules” under the “Upload Documents” step. As I understand it, these are designed to give you some conditional logic for dynamically deciding what documents are generated based on field data in the primary object. However, I’m wondering if there is any way to build rules that reference field data from related (parent or child) objects. In my case, the object I’m using is a junction for multiple related objects, so it doesn’t have all the field data immediately available. This was fine when building the document itself, but it doesn’t seem like I can reference any of those related objects for the purposes of a document rule.For example, my primary object (Contract) is related to the Product object, which contains data about the “type” of document I want to generate. If the type = A, I want to g

Hello,I am currently working on a Gen Template. However, when I attempt to generate a preview of the document, the document is not generated and I receive the following error message. My Salesforce user profile is assigned the System Administrator role, so I do not believe the issue is related to my user permissions. Could you please advise on the cause of this error and the steps required to resolve it?Thank you very much.

Hello - I uploaded my template from my testing dev environment to the live production one. The layout and format is identical and the fields are both on the document and part of my conditional rules. However, not all fields are showing up when I go to the editor → Sender → Misc. Fields. The field shows up in the conditional rule but I am not able to add it anywhere else on the template or add another condition to the rule. I also tried creating a new field with the same name but the system did not allow me. What steps should I take next?

Hi,At my company we have a gen template which uses the standard anchor tags/autoplace text for name, signature and company - \co1\, \s1\ etc.We have an issue that seems to only happen with one client, and we can’t get to the bottom of it. When the client receives the docusign, the company has autopopulated with a company that the client does not work at and has never heard of we have no record of the company on salesforce eitherThe client says they don’t have a docusign account and this doesn’t happen with any other companies, only us. Could anyone point me in the right direction?Many thanks! 

DOCGEN_PROCESSING_FAILURE    New system is totally broken.  Support is non-existant.

I’m looking for guidance on how to control the rows displayed within a table in a DocuSign Doc Gen template generated from Salesforce data.Current Behavior:Our Salesforce data structure allows for multiple records per Brand (for example, multiple “Caldera” records with the same service type). When the document is generated, each individual record is rendered as its own row in the table.Desired Outcome:We would like to display only a single row per Brand in the generated document, even when multiple Salesforce records exist for that Brand.Question:Is there a supported way within DocuSign Doc Gen to group, deduplicate, or otherwise control the dataset so that only one row per Brand is rendered in the table?

Hi, I’m creating a contract template and put in conditional logic to display certain sections based on a drop-down field. I also placed Document Generation Fields in those sections, is it possible to do so? I published this Document Template but am getting an error when I try to use the Document Template saying that my document failed to generate. I am trying to brainstorm why it isn’t generating.Thanks!

Hi! I am trying to add a conditional ‘&’ between the first and second contacts names which only appears if there is a second contact… This is the current clause, can someone help me please? I’ve been trying to get this right for an hour 😰Seller Name(s): <# <Content Select="/pba__Request__c/pba__Contact__r.Name"/> #> <# <Content Select="/pba__Request__c/Contact_2__c"/> #> Thank you! 🙏🏾

I have a numeric rollup sum field in Salesforce that displays a currency value.  I would like to display the value with leading text IF it is grater than $0.0.  I have tried several ways to format it but all end in errors or simply show the formula text.  Please let me know how to structure this.  This is the latest failed attempt.   <# <Conditional Select="/SBQQ__Quote__c/FPS_PASC_Year_1__c" NotMatch=0 /> #>Fee Per Study: (field value)<# <EndConditional/> #>

I am working with Docusign Gen Templates that will integrate with Salesforce CPQ quote fields.  I am trying to display address text on document based on the client address. If the client is in the USA I want to display the company’s US address.There is a formula checkbox that is intended to trigger visibility ("/SBQQ__Quote__c/US_Account__c" ). I have tried multiple versions to get this working but they all result in error messages that change from time to time. Using this checkbox field, how should I enter it on the Word document?found and tried the following:But received this: 

I would like to know if it is possible to specify the size of a text box for a custom field using the tag added in a Word document in DocuSign, such as \text_1\. If so, what is the correct syntax to specify the dimensions (width and height) directly within the tag?Thank you for your assistance.

Hi DocuSign Community! I am looking to add an additional condition to my Suppress Table Row logic and can’t figure out the appropriate syntax. I am using DocGen for generating Templates within Salesforce CPQ.Usecase: Salesforce CPQ, DocuSign DocGen for SOW Templates.Looking to suppress Quote Lines where Downstream Product Type is not equal to ‘Services One-Time’ AND Parent Bundle is not null. (IOW: I want to show only Quote Lines where Downstream Product Type is ‘Services One-Time’ and Parent Bundle is blank. Only Top Level Bundle or Standalone SKUs should appear in the repeating table)Current Syntax - <# <TableRow Select="/SBQQ__Quote__c//SBQQ__LineItems__r" /> #><#<SuppressTableRow Select="./NS_Downstream_Product_Type__c" NotMatch="Services One-Time"/>#><# <Content Select="./SBQQ__ProductName__c" /> #> How do I add another condition to support my use case?

hello!I am using Docusign Gen + ESignature to deliver documents via Salesforce. I am using anchor tags in my docusign gen document. i AM asking for advice on how to send to the document to multiple contacts at once where they can all fill out the fields on the document.  for example: i have 3 client contacts to send the document to who could fill out document, however only need one signature.my fields in my document are not specific to any signers - i want anyone to be able to complete the information in the document.  how do i build that signer order to accommodate this request?  

Hi, I have the following requirement from salesforce, lets say from case record i need to generate document and attach additional file and email the document. Is there any option in docusign? I am able to generate document using document generator, but wondering is there any option to email generated document along with some other files

Hi, I am new to DocuSign Gen and building out my first template. I would like a section to be shown if a field is not null.  I am receiving this error: TemplateErrorExists:Error: EndConditional without matching ConditionalI am unsure where I am going wrong with my formatting, could someone please advise?  <# <Conditional Select ="//SBQQ__Quote__c/Production_Sheet_Notes__c" NotMatch ="">Internal Notes: <# <Content Select="/SBQQ__Quote__c/Production_Sheet_Notes__c"/> #><# <EndConditional/> #> 

Hello,I am working on a DocGen template, and when I was ready to upload it, I received the error message below. Why am I receiving this error, and how can I fix it? 

Hi, I am building out a Gen Word template. I have two tables that I want to display when a picklist field - Recurring_Product__c is Monthly or a seperate table when Recurring_Product__c = One Time Charge. I currently have this in my word doc:  <# <Conditional Table="./Recurring_Product__c" Match="Monthly" /> #> Recurring Services Product Name Term (in Months) Monthly Price Total Price <# <TableRow Select="/Opportunity//OpportunityLineItems" /> #><# <Content Select="./Product2.Name"/> #> <# <Content Select="./Term_in_Month_s__c"/> #> <# <Content Select="./UnitPrice"/> #> <# <Content Select="./TotalPrice"/> #> <# <EndConditional/> #> I am receiving errors when I test and generate a document.TemplateErrorExists:Schema Validation Error: The 'Table' attribute is not declared. TemplateErrorExists:Error: EndConditional without matching ConditionalI a

Hello, We are using Docusign Gen Templates for document generation and for sending for signatures. We are using Word Document templates with special fonts for our documents. Headers: Montserrat Body: RubikThe templates and the merge fields in the template are in the right font format but when we generate PDFs it changes to Arial and Calibri. Any idea why this is happening and what can be done to fix it? Context: Using Salesforce => Docusign for the document generation, currently working in a Sandbox and a Docusign Developer org. 

Hi,I have recently started working on Docusign Gen Templates and looking to add a watermark to the template? How can I get started on this?

Hello! I have the attached table working, however, it displays all quote lines under each group (screenshot “output”) instead of displaying only the quote lines that are displaying under each group (screenshot “expectedoutput”). Please help!  OutputExpected Output <# <Group Select ="/SBQQ__Quote__c//SBQQ__LineItemGroups__r" By="./Name"/> #><# <Content Select="./GroupName" /> #> Name Description Pricing <# <TableRow Select=".//SBQQ__LineItems__r" /> #><# <Content Select="./QT_Product_Name__c"/> #> <# <RichText Select="./SBQQ__Description__c"/> #> <# <Content Select="./Net_Unit_Text__c"/> #> <# <EndGroup/> #>

Hi, I am using a suppress tag to only show the discount row when there is a discount but its not working when the value of the discount is greater than zero. It hides the row when the discount is zero but does not show when there is a discount. What am i doing wrong?<# <SuppressTableRow Select="/Account/SC_Discount_Rate__c" Match="0%" /> #>

Hello! We're using DocGen for Salesforce for our documents, and everything is working as needed except for having custom input fields be pulled into the doc before sending.We have Signature Placeholder fields for s1, n1, d1, etc, and those all work great when sending the document (which is connected to an envelope). We also have Custom Fields with anchor text set-up the same way, but when we go to send the document, it automatically adds the Signature, Name, Date, etc fields for signer input, but the custom text fields are not added until I drag them into the 'Prepare & Send' pane. Once I drag them in, the Autoplace that is set-up does put them where it should be putting them, but I cannot figure out what is missing to cut out this step of dragging the custom field in. I don't want the eventual senders to need to remember to do this for all the custom input fields every time.Thanks!

Using Opportunities, with Opp Line items,   on the opp I have a few line items, how do i get the associated documents for each product ( associated to the opportunity product)  and collect them into 1 envelope?

Hello! I am trying to build a quote and order form template using DocuSign Gen for Salesforce. I am running into difficulty finding the standard Discount field on the opportunity product line item in my selection of fields to choose from. Has anyone else ran into this issue? How have you resolved?

We are trying to pull the data of below records Source Object -----→ Reference Object (Lookup Parent) ----→ Child of the Reference ObjectCustom Object ------→ Contact -----------→ Contact related itemsThe above is the data structure in salesforce we are working with and stuck on pulling the Contact related items, we are using DocuSign Gen Template.