Hi All,
We have DocuSign E-Signature, used within Salesforce.
Are any of you aware of how to suppress certain Opp Line Items from a gen template?
They would be removed based on a picklist field on the Opp Line Item. If the picklist had a certain value they should not be included in any of the product tables and should also not be included in the total price at the end.
I came across this but I believe this is only for CLM: SuppressTableRow Merge Tag (docusign.com)
Thanks,
Ella
DocuSign Gen for Salesforce uses the same underlying service for the document generation as DocuSign CLM. Therefore, you are able to leverage the SuppressTableRow merge tag to filter out the opportunity line items.
Please see the following DocuSign Support Article for details: https://support.docusign.com/s/document-item?language=en_US&bundleId=izj1586134369853&topicId=pru1586134359720.html&_LANG=enus
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