Populating Discount from Opportunity Product onto Template?

Forum|Forum|1 year ago
March 22, 2025
3 replies
136 views

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?

Best answer by GitPodFinOps

Disregard this question. I will use this as a reminder to folks to check the permissions on your field you are trying to map :)

If it is not visibile in the picklist, it is likely because it is not visible/ available for users. That was the case for me here.

G

GitPodFinOps

AuthorAnswer

New Voice

Disregard this question. I will use this as a reminder to folks to check the permissions on your field you are trying to map :)

If it is not visibile in the picklist, it is likely because it is not visible/ available for users. That was the case for me here.

M

marco.tanglao

Docusign Employee

Hello @GitPodFinOps

Thank you for reaching out here in Docusign Community.

If you believe that this feature is not available yet in Docusign, I suggest that you propose this for product enhancement by using the link below.

Help Us Help You

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 @GitPodFinOps

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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