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Hey there,

 

We are wondering if there is a way in the DocuSign/Salesforce integration to populate dynamic tables with opportunity products and payment info WITHOUT the DocuSign Gen product. Or is DocuSign Gen the only way this is possible?

 

Thank you!

Hello ​@hmoldovan,

Thanks for reaching out here in the Docusign Community—great to have you here!

There is a basic workaround available within the standard DocuSign/Salesforce integration. You can use Anchor Text combined with Custom Tags to simulate a table layout, but it lacks dynamic functionality.

Here’s a helpful resource with more details: Use Automatic Anchor Text with Custom Tags

I hope this helps. If you spot anything else or have questions we can help with, don’t hesitate to reach out.

 

Best Regards,

Jenny | Docusign Community Moderator

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