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Find answers to your Salesforce integration questions.

  • 202 Topics
  • 709 Replies
202 Topics
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
Can we assign specific template and recipients based on Salesforce fields

Hi team, We are looking for docusign as potential solution and working on proof of concept but not able to find an answers for below. can we assign diffrent default templates on the basis of specific conditions. For example we have custom pick list field and for all pick list values we have diffrent templates. If opportunity is selected with specific value then associated template should appear as selected.Can we set default recipient on the basis of contact role? For example all contact role with primary role should be marked as recipients we have certain statements and checkboxes on document. This statements should be only visible and checkbox should be only check when certain criteria is meeting in Salesforce. if above scenarios are possible then can you please provide some documentation around it.  Thanks

1
C
Docusign Employee
5 years ago
C
Docusign Employee
Community UserLegacy User
asked in Salesforce
How to make a template default while using DocuSign for Salesforce

Hi I just have one template set up in DocuSign and want to use the same to send out each time when I send out the document to my leads using Docusign for salesforce. Is there a way to default the template? Thanks

1
C
Docusign Employee
5 years ago

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