Docusign Gen on Partner Portal (Digital Experience Site Salesforce)

Question

We have a client who wants to use the new DocGen features from Salesforce as they have a requirement for Dynamic Tables.

Additionally, they would like to have a Partner on their Partner Portal utilise the same functionality (not embedded signature.)

Anyone know if this is possible?

nathaly.monge · Accepted Answer

Hello @alfo72,Welcome to the DocuSign Community and thank you for posting your concerns!I understand you would like a client to use Dynamic Tables in DocGen and would like a Partner in their Partner Portal to do the same.Currently, Gen doesn’t work with Experience Cloud sites like a partner portal. However, you arefree to submit a support ticket to request the enhancement. In the meantime, a workaround would be to write some custom code and utilize our Doc Gen API to generate documents from a partner portal. Youwould need to work with yourDocuSign sales team on pricing to use the CLM Doc Gen API.Let us know if you need further assistance with this.Best regards,Nathaly | DocuSign Community Moderator"Select as Best" below if you find the answer a valid solution to your issue!

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