I am trying to evaluate features for a client who is interested in buying DocuSign. I had installed theDocusign CLM: Streamlined Contract Lifecycle Management appexchange app in sandbox and also created a trial account and configured the connection with Salesforce.
For some reason I can create Merge field but cannot select standard/merge fields to drop it on the template.
Can someone let me know how this can be fixed or do we need to purchase it to evaluate the feature
Best answer by Ma.Cubio
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
Please create a case as your use case requires troubleshooting and proper guidance.
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Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
Hello
Thank you for reaching out, and welcome to the Docusign Community! We appreciate your question and assure you that we are fully committed to providing you with the best service possible.
Please create a case as your use case requires troubleshooting and proper guidance.
How do I contact Docusign Customer Support?
Important Changes to Docusign Support
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. Thank you!
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue
Hello
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.
Let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Ma. Cassandra | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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