Hi Team,
I am feeling DocuSign Maestro is not helping much customers when it comes to real life use cases, recently I have posted my post on community, however I am looking for feature mentioned below:
- Ability to allow to add more than one templates, as of now it allows only one template, for e,g. I want to dynamically combine multiple templates on the basis of various choices for e.g. if Investor age > 65, add Senior Attestation Template with main template and send for signature
- If Investor selects multiple sponsors, then it should add only those templates
- Radio and Checkbox buttons must have ability to map with dropdown options from webforms. I have a template which as radio buttons and checkboxes and I want to collect data from webforms where I want to show drop downs for same options rather using radio buttons, once I have data in webform, I want to map dropdown selected option ( text ) with template’s radio or checkboxes values so it should pre populate selection , this is lacking at the moment
- Send Email and Send Invite with Dynamic Field Population, if I want to send email and in the subject and body want to populate data from webforms variables, I am unable to use them, hence I am having limited ability to just use static text but cannot build body and subject dynamically
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