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Docusign Gen, How to get a document for each opp product salesforce

  • February 25, 2025
  • 3 replies
  • 20 views
B
Newcomer
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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?

3 replies

M
Community Moderator
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  • marco.tanglaoCommunity Moderator
  • Community Moderator
  • 397 replies
  • March 11, 2025

Hello ​@Benjamin.Olsen1 

Thank you for reaching out here in Docusign Community.

Can you please provide more context and examples? Like what do you mean by the “associated documents/opportunity for each product”?

Are you trying to generate a single document, but pull in information from each related opportunity line item (products) in a table?

Hope to hear from you soon.

Best regards,
Marco Paulo | Docusign Community Moderator

M
Community Moderator
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  • marco.tanglaoCommunity Moderator
  • Community Moderator
  • 397 replies
  • March 18, 2025

Hello ​@Benjamin.Olsen1 

I hope you are doing well. 

I want to confirm if you need further assistance, feel free to let us know and we will gladly help you address the situation as soon as possible.

Best regards,
Marco Paulo | Docusign Community Moderator

B
Newcomer
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you can see the left side of the table has warranty terms,  the right has dollar amounts,  the cell has the base amount, we need to add fees to the number in here that come from the opportunity line item in salesforce, these can be different depending on the agent and a bunch of other factors. How can i grab that number from salesforce, ( and the matching specific opp line item) and add that number to the static number in the right column?

 

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