+1
When I create an Envelope on an Opportunity in Salesforce and click the Save and Close button, I can find the Envelope, but I can’t open it to edit and send.
Is there a way to have the saved Envelope write back to the Opportunity it was created from?
And is there a way to open the Envelope and make changes to it before Send?
Any help is greatly appreciated.
Hi
Welcome to the DocuSign Community!
We are glad to have you here and can't wait to help share as much knowledge as possible.
I am sorry to hear that you are experiencing trouble when correcting the envelope you created in DocuSign for Salesforce, and I will share more details on how to accomplish your goal.
Instead of correcting the envelope in Salesforce, try locating it in your DocuSign eSignature user, in Manage>Sent.
You can find detailed steps on how to correct an envelope, here:
Feel free to let us know if you need further assistance with this.
Thank you for using DocuSign, we hope you have a wonderful rest of your day!
Alejandro R. | DocuSign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
+1
Hi Alejandro
Thank you for the information.
I have a call with support this afternoon to talk through this. I’d prefer the user not have to leave Salesforce to make changes to a saved/draft Contract if at all possible. It can be too confusing to start a Contract in Salesforce and log into another platform later to finish the transaction.
Thanks!
Hi
Thank you for following up.
I see how having to correct your envelopes in eSignature could add extra steps to your workflow.
It is good to hear that you have created a support case for this scenario, so your feedback can be escalated as a suggestion to our engineering team as well.
Please don't hesitate to let me know if you have any other questions or concerns and I will address them as soon as possible.
Best regards,
Alejandro R. | DocuSign Community Moderator
Please click "Best Answer" below if you find my reply to be a valid solution to your issue!
Did you figure out to accomplish this directly in Salesforce?
Hi
Thank you for following up.
Correcting an envelope is not possible from within the DocuSign for Salesforce integration.
This process must take place within DocuSign eSignature in Manage>Sent. Nevertheless, feedback that can improve our users’ experience is always welcome. I encourage you to consider submitting your idea to be reviewed by our development team for possible implementation. If you’re a DocuSign Administrator for a corporate plan, you have the additional option of filing your request through a support case, or by reaching out to your Account Team. We invite you to share your product suggestions and feature requests on our dedicated ideas page (https://community.docusign.com/ideas), where we can collaborate to shape the future of our product together.
Best regards,
Alejandro R. | DocuSign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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