Salesforce

Hi, I have a merge field that is a State picklist field in Salesforce. I am trying to add that field to a template, however none of the values are being pulled over and it won’t let me save the template because it says “One or more of the dropdown fields doesn't have any options.”  I would assume that because this is mapped to Salesforce it would bring over all of the salesforce values. Is this incorrect? Am I to maintain both the salesforce picklist values AND DocuSign picklist values separately? Or am missing something in setting of of these fields.  

I am new to docusign and am looking to see if this is even possible.We create many different templates based off all of the same pages. Simple example.  Template 1 might have 6 pages of the exact same page and Template 2 is the same pages but only 4 copies of the same page.It is possible to make a worst case scenario situation template (has the most pages in it as possible),  populate the merge fields, and if certain fields are blank then hide/remove the pages with blank fields?   Basically is it possible to conditionally hide pages?  

How do you add an interactive table in a template envelope with information about the "Product" (standard salesforce object) associated with the Opportunity object? Is there a way to avoid creating a non-interactive table in Word?

We are using a Word-based Template with Salesforce and DocuGen, but there will be some sections in the PDF that will not be filled by Salesforce, is there a way to add on the Word template the open text boxes I was thinking maybe a tag exists for this, but I’m not finding in the documentation.Currently, it allows to add the open text box after the PDF is generated and prior to sending the document, but it is not scalable to add them manually each time after the document is generated.I see the Online Editor allows this mix of indicating Salesforce fields and add text boxes for the template, however, this editor is much more constrained in formatting options, so we would prefer it to be with the Word based Template.

Hi, I am setting up an Envelope Template and I have selected the checkbox “Attach documents from Salesforce record”. However, when I test this template out the files are not attaching from the ‘Notes & Attachments’ related list even though there is a record there.  

I want to hide a field (OR suppress line break) if the salesforce field is null or blank in word template. I am not able to check for salesforce field null/blank value in the template. Thanks,,

We have just updated our version of docusign which is integrated with Salesforce.  We have noticed that with this upgrade the button ‘sign now’ is now defaulted to zero (unticked) where as it used to be ticked.  It is just another small step that our workers need to remember to do in their process flow. Does anyone know if this default can be amended to = 1 (ticked) https://support.docusign.com/s/document-item?language=en_US&rsc_301&bundleId=psy1581360698967&topicId=jba1581360655134.html&_LANG=enus  

I created a new field in Salesforce on the CPQ Quote object, API field is ‘All_TD_Product_Codes__c’. It is a Long Text (15,000).  It is visible to all Profiles. I go to DocuSign CLM > Admin > Form > ‘Order Form’ >  Add Fields > Link to Saleforce field and search for ‘All’ but it does not show up. Help? 

Hi Experts,We are planning to generate PDF documents for contracts in Salesforce. There is a limitation in salesforce that you can generate PDF only upto 2 MB size and also only 1000 requests per Org. Hence, we are unable to use Salesforce Omnistudio document generation. If we go with DocuSign solution, we will be able to accomplish the above requirements and what is the max size limit on the PDF and how many documents max we will be able to generate in an hour? Please let me know asap. https://help.salesforce.com/s/articleView?id=ind.doc_gen_client_side_server_side_docgen_compared_392343.htm&type=5 Size limit: The size limit of client-side generated documents is 10 MB starting Winter '22 release. For earlier releases, the size limit is 2 MB. Size limit: The size limit of server-side generated documents is 2 MB. You can submit up to 1000 requests per hour, per org.

I’m trying to make sure our users are only sending documents for signature that we approve of. We are using the managed package for the Salesforce integration and the users in SF need to match users in DS. The problem is I don’t want these users to be able to directly log in to our DS instance and send additional envelopes. Is there a DS permission profile that I can apply to their DS user accounts to limit their access? Would it be possible to have all documents sent for signature from SF use the same DS user account so that we can limit who can login to our DS instance? The ultimate goal is to have all our users sending documents for signature through client apps like Salesforce or other applications that call the DS API. We’re trying to keep a user from sending random envelopes from our instance using non-approved contracts. This way everyone is forced to use DS clients that have hard-coded templates they use every time.

I have installed DocuSign e signature for Salesforce and Conga Composer application from App exchange in Salesforce dev org.  And integrating Conga with DocuSign add DocuSign parameter to send Document for Signature using conga custom button. But I have getting an error “There was an issue Processing the conga composer Request”. Why I am getting this error.DocuSign package in salesforce: DocuSign App launcherI’m giving below these parameters in conga Custom button. But getting error in Conga  when sending Document for Signature.https://documentation.conga.com/composer/october-23/salesforce/using-conga-composer-and-docusign-for-salesforce-143899284.htmlPlease help me on this.

I want to try SSO from salesforce user. I added my domain name in domains section in docusign but DNS is not verified till now.1.How can I verify DNS?2.When we clicked on docusign connected app from salesforce it asking for password to login?3.I want users to login as SSO with out entering any password? Any one please help me with this requirements 

If I have a document translated to 5 or 6 languages, does anyone have any experience setting up Salesforce to select a language prior to sending the document?  Thank you for your help!  I went through a bunch of documentation.

I have installed the DocuSign for Salesforce core package in my sandbox. I want the recipient related list on contact with following fields   DocuSign Recipient Name, DocuSign Recipient Email, DocuSign Routing Order, Recipient Status, DocuSign Status Record, Date Sent, Date Delivered, Date Signed, Date Declined, Declined Reason I checked and found out that I do not have ‘dsfs__DocuSign_Recipient_Status__c’ Object in my sandbox that consist these fields. Can someone help me in adding this object or tell me whats wrong and what can ii do to get this. Thanks  

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?

Docusign advertises pricing starting at $30 / user / month on their AppExchange listing (https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000001taX4EAI&tab=e)My Docusign sales rep claims that the edition referenced on the Salesforce AppExchange doesn’t work with Salesforce. If that is true, then I can’t find published pricing for Salesforce editions. Any have anything with official pricing for Salesforce supported versions?

Dears,I’m using Document custom fields as Drop down in DocuSign gen template. My requirement is only send should be allowed to select the picklist values and for the recipients it should be read-only. Is it possible to achieve this, if yes, what should be Auto place text and anchor tags to be used. Appreciate help. Thanks. 

When I create an Envelope on an Opportunity in Salesforce and click the Save and Close button, I can find the Envelope, but I can’t open it to edit and send.Is there a way to have the saved Envelope write back to the Opportunity it was created from?And is there a way to open the Envelope and make changes to it before Send?Any help is greatly appreciated. 

Hi all, We are currently setting up quote templates in 6 different languages using DocuGen for Salesforce. There are multiple picklist on this template, e.g. payment conditions, which should show up based on the language of the contact. Is there a way to translate these picklist values in Salesforce and get the right translation to show up in a scalable way?A formula field could work, but would require changes every time a new picklist or picklist value is added.Kind regards,Loran

On a DocuSign form the recipient is presented with a checkbox group where they can select anywhere from 1 to 5 boxes. There are 8 boxes altogether. I’d like the selected checkboxes to writeback into a single Salesforce field to minimize the number of Salesforce fields on an Opportunity that already has many fields. Any ideas how to make that happen? 

Hi all, account.docusign.com refused to connect error is arising in salesforce, how to resolve this?

There is a Salesforce and DocuSign Admin who is trying to sign into DocuSign via her Salesforce accout but keeps getting the federated ID issue that doesn't let her log in.  We have reset the federated ID in DocuSign and is able to log into DocuSign if she logs in directly from DocuSign.  We have Single sign on for DocuSign and have changed it as well to see if that helps fix the issue but it has not.  Not sure what else can be the issue?

Has anyone worked on integrating DocuSign with Salesforce Education Cloud?

We are leaving Conga Composer and are implementing Docusign Gen in our org.In our current use case, users can upload photos (.jpg , .png, etc) to the Files on the Work Order object. Then we generate a work order using Conga Composer. The document generator grabs the Work Order Line Items and displays them in a table. Below the table, it shows ALL photos that attached to the related record. Conga does this by allowing us to Query the related images and display them in a dynamic table.  I saw in the documentation where you can use XML and a field based URL to display images but we are looking for something that dynamically displays the images without our end users (non-admins) needing to populate any fields with URLs.  There current experience is using Salesforce UI to upload the photos they want on the document.