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

Forum|Forum|1 year ago
February 25, 2025
5 replies
222 views

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?

Salesforce

Best answer by marco.tanglao

Hello @Benjamin.Olsen1

We are having difficulty to determine what the issue is and provide a solution.

We highly suggest that you reach out to your account executive to scope a professional services engagement.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

M

marco.tanglao

Docusign Employee

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

marco.tanglao

Docusign Employee

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

Benjamin.Olsen1

Author

New Voice

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?

M

marco.tanglao

Answer

Docusign Employee

Hello @Benjamin.Olsen1

We are having difficulty to determine what the issue is and provide a solution.

We highly suggest that you reach out to your account executive to scope a professional services engagement.

If you found the response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

Best regards,
Marco Paulo | Docusign Community Moderator

M

marco.tanglao

Docusign Employee

Hello @Benjamin.Olsen1,

I hope you are doing well.

I want to confirm if you were able to solve your issue by utilizing the suggested solution or if the information provided was useful.

If so, please mark it as the "Best Answer ✅" by clicking “Select as Best” to make it easier for other users to find.

Otherwise, let me know and I will gladly help you address the situation as soon as possible.

Best regards,
Marco Paulo | Docusign Community Moderator

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