Populate Docusign template using Salesforce Omnistudio

Question

Hi Team,I am looking for options to print table of records in Docusign template without using Docgen app.Currently we are using Omnistudio feature in Salesforce to generate the document but unable to get the data populated on template.Another query: i can see “Dynamic tables in Document Generation” here: https://www.docusign.com/releases/docusign-r4-2023, was it already release and can we use it to generate table using Docusign esignature ?

nathaly.monge · Accepted Answer

Hello @Shubham,Thank you for reaching out here in the DocuSign Community.I understand you are looking to use dynamic tables without using Doc Gen.Unfortunately, we don't have any integration with the Omnistudio feature, so using it in conjunction with an Envelope Template isn't supported.DocuSign eSignature has it’s own section of Document Generation which is not related to Salesforce, please view the following information:Document Generation for DocuSign eSignatureLet us know if you need further assistance with this.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.