I’ve been using DocuSign integration with our Salesforce solution for almost a year now, my experience with it, is pretty painful!
It really lacks intuitive performance, you have to change your documents to make it a user friendly experience internally and externally. DocuSign really should be less about management and more about an extension and ease to a workflow.
One thing that is really problematic its making changes to existing templates, I make changes to our forms, add that form, move merge or standard fields to the new form from the old one. Add or move to new sections and then those fields disappear. You have to do back into DocuSign make changes to the template, then go back into Salesforce to make changes to ensure its done correctly. A lot of effort for such a gap for an “integrated tool” Does anyone know of a smooth and easy way to manage existing templates and when you have to make changes to that existing forms without having to replace all the fields?