Skip to main content
Newcomer
August 24, 2026
Idea Submitted

Increase maximum recipients on Docusign Envelope Templates in Salesforce

Categories:eSignature
  • August 24, 2026
  • 0 replies
  • 24 views

The new Docusign App Launcher for Salesforce has a nice “Docusign Envelope Template” funcationality that allows you to auto-assign envelope recipients via Salesforce OpportunityContactRole.  Unfortunately, it maxes out at 5 recipients and provides a red error message if you go higher than that (“You have reached the maximum number of recipients allowed for a single transaction. Please remove some recipients.”)  

I believe we can *manually* add more recipients on each envelope, but I want the system to auto-populate all our opportunity contact roles onto the envelope template. This would make life much easier for our envelope senders.  Especially with the forced shift to DAL from the old Salesforce package, wherein the old package auto-added *all* contact roles (and then we had to revise from Signer to CC etc.), this is *nearly* better (DAL can auto-assign as cc!) but is in fact *a step back* because now my sender will need to open another window to look up all the names they need to manually add, they’re not there to view & edit/remove automatically.