DocuSign Integration with Salesforce

  Рет қаралды 10,047

Ranosys Technologies

Ranosys Technologies

Күн бұрын

Пікірлер: 11
@monaverma7889
@monaverma7889 9 ай бұрын
Can we have multiple docusign accounts connected to Salesforce simultaneously? So, partners/dept respective to their Docusign account can use it?
@anubhavsingh8144
@anubhavsingh8144 4 ай бұрын
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?
@jagdishnagar283
@jagdishnagar283 Жыл бұрын
What is the differene between DocuSign GenTemplate or Docu Sign Envelope template ?.
@naveenkumarabbireddy9114
@naveenkumarabbireddy9114 2 жыл бұрын
Thanks Kavitha
@lokeswaripujari
@lokeswaripujari 6 ай бұрын
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.
@auraanansari9126
@auraanansari9126 Жыл бұрын
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 .
@arunkumarprajapat8246
@arunkumarprajapat8246 2 жыл бұрын
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.
@sumalathaborelli8309
@sumalathaborelli8309 Жыл бұрын
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
@jerryraju6293 3 ай бұрын
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.
@VishalDevarde
@VishalDevarde Жыл бұрын
at the time of merge fields it returns error msg as the account lack sufficient permission.
@roWon9
@roWon9 Жыл бұрын
I am getting same error. Were you able to solve this?
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