Can Salesforce Users edit Documents before sending for Signature?

Hello ​@JShane 

Thanks for reaching out and welcome to the Docusign Community!

If you were using DocuSign Doc Gen for Salesforce (or another document generation tool) to create a document and then sending it through DocuSign for Salesforce, the generated document becomes a static PDF. While you can add fields during the sending process, the original text cannot be edited.

I hope this helps clarify things! Let us know if you have any further questions

Best Regards,

Jenny | Docusign Community Moderator

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Hello ​@JShane,

I hope you're doing well. I'm following up on the above solution provided. Could you please confirm whether it addresses your question? If it did, can you please mark it as Best Answer ✅" to assist other users with similar inquiries and improve its visibility. Let us know if we can help with anything else. Wishing you a smooth rest of your day! 

Regards,

Jenny | Docusign Community Moderator