Question

Use input from docgen form in salesforce

  • 11 June 2024
  • 4 replies
  • 25 views

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Does anyone know if we can send forms to contacts from salesforce, have them input information into the form and then use that information in Salesforce?

Our usecase is that we have employees that need to submit hours on a monthly basis, we send them a form based on a Docusign template, they then get that signed and return it to us.

However we would like to take those hours that they submitted and use them in further automation.

Does anyone know if that is possible?


4 replies

Userlevel 3
Badge +11

Hello @KevinK,

 

Thank you for reaching out here, we want to welcome you to the Docusign Community, I appreciate you bringing your question to this Community.

 

We are committed to providing you with the best service possible. Thank you for bringing this matter to our attention, I understand that you want to be able to pull information from your envelopes on to your Salesforce

 

For Salesforce we have a Writeback feature, Document Writeback is a process that updates Salesforce data when changed by a Docusign recipient. Examples include updating merge fields, saving completed documents back to Salesforce, and updating the Salesforce record stage. Learn How Document Writeback Updates Salesforce Fields When Signers Change Data on an Envelope

 

Note: Some advanced features and options are supported only in specific Docusign plans. Your account plan might not support some options discussed in this help topic. Contact your account administrator for more information about which options are available for your account. Or, visit our Plans and Pricing web page for more details on the features included with your plan. Compare eSignature plans & pricing.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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@Christopher.Alpizar 

 

Thx for the reply.

Unfortunately this doesn't fully cover what we need. 

We would like to add some fields to a docusign form (fields that don't exist 1-on-1 in SF).

Those fields are then filled by the recipient, we get the signed form back from the recipient and we use the input from the recipient to automate other processes in Salesforce. 

We've decided to go a different way though by sending a link to a public community through which users can then insert data direct into salesforce, we use that data to populate a docusign envelope and send that to the right people.

regards,

kevin

Userlevel 3
Badge +11

Hello @KevinK,

 

Thank you for reaching back, I would like to let you know that you can always open a case to see if there is a workaround using your current configuration, the information will be reviewed by a specialized support agent.

 

To open a support case in the Docusign Support Center, go to the "Get Support" section and select "Open a Support Case". Log in using your Docusign credentials and select a case subject. If you have multiple Docusign accounts, choose the appropriate account to continue. Open a case in the Docusign Support Center.

 

Thank you for providing the workaround that you used on this community for other users to see.

 

Let us know if you need further assistance.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

Userlevel 3
Badge +11

Hi @KevinK,

 

I hope you are doing well.

 

I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested or if the information that was provided was useful.

 

If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.

 

Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.

 

Best regards,

 

Christopher | Docusign Community Moderator

"Select as Best" below if you find the answer a valid solution to your issue.

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