DocuSign Integration with Salesforce

[@lokeswaripujari]

Adding validation to DocuSign button on opportunities Hi! We're setting up the DocuSign integration and would like to have a validation written into the "DocuSign" custom button so that when a rep clicks on it, if required fields for our envelope template are blank, show an error to fill those fields out before they send the document for signature.

[@monaverma7889]

Can we have multiple docusign accounts connected to Salesforce simultaneously? So, partners/dept respective to their Docusign account can use it?

[@arunkumarprajapat8246]

Write back was working first then i added more merge fields , now i can see the pdf in attachment with latest data in Salesforce record but fields are not getting updated, how can i find possible error or mistake.

[@jagdishnagar283]

What is the differene between DocuSign GenTemplate or Docu Sign Envelope template ?.

[@sumalathaborelli8309]

At the time of merge fields it returns error msg as the account lack sufficient permission. i contacted the help desk they are suggesting to get paid version. So the free trail doesn't have that feature it seems, Is it true?

[@jerryraju6293]

Same here madam, I'm using trail version and getting "Account lack sufficient permission error. buy the way did you get resolve it.....? if yes please suggest what fields you where setup.

[@anubhavsingh8144]

If I have one DocuSign Account linked to one Salesforce org, can i use the same DocuSign Account to connect to different Salesforce org as well to save over cost either via “DocuSign E-Signature managed package” Or via “DocuSign API”? If yes what's the downside, If no what's the workaround?

[@VishalDevarde]

at the time of merge fields it returns error msg as the account lack sufficient permission.

[@roWon9]

I am getting same error. Were you able to solve this?

[@auraanansari9126]

I think Docusign Account is not required for Signer to sign, this is only required for Salesforce user i mean Sender.. You can sign off if you dont have docusign account .

[@naveenkumarabbireddy9114]

Thanks Kavitha