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
+4Hello
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 so that DocuSign support can review your account subscription. The workaround is to submit a case without logging into your account by using the “I can’t access my account” option at the bottom of the page and providing complete details of the issue in the Case description.
https://support.docusign.com/s/contactSupport?language=en_US&rsc_301
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
Already have an account? Login
Join the Docusign Community by logging in with your Docusign developer or customer account credentials.
Don’t have an account? You can create a free one when registering.
Note: Partner-specific logins are not available yet. Partners should log in as either a customer or developer
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Back to Docusign.com
