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Salesforce DocuSign Dynamic Table Population

  • August 19, 2025
  • 1 reply
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H
Active Voice
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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!

Best answer by Jenny.Martin

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

Found this helpful? Hit "Best Answer" so others can find it too!

 

1 reply

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Community Moderator
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  • Jenny.MartinCommunity Moderator
  • Community Moderator
  • Answer
  • August 21, 2025

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

Found this helpful? Hit "Best Answer" so others can find it too!

 

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