[SalesForce] how to customize the Email sent to the user from docusign salesforce

how can i customize the email sent to the customer with my company logo and my own custom text to the customer to view.

Javascript button :

{!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")}
var OCO='Send';
var DST = '3943779D-16CB-4EBB-8C6F-0ADC7E983A8E ';
var CEM='Dear {!Contact.FirstName},{!Contact.LastName}';
var CES='Re: Opportunity Name: {!Opportunity.Name}';
window.location.href ="/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID={!Opportunity.Id}&OCO="+OCO+"&DST="+DST+"&CEM="+CEM+"&CES="+CES;

when i am assigning the Docusign Template Id From the Portal :

I am getting the below Error:

Best Answer

I know that you can add branding to your account. This means that you can at least change the logo and color scheme. (I did not find any way to add custom text)

This link explains how to do that: Docusign documentation

In short: Go to your account preferences and find the topic "branding" there you can create different brands that you want to use and do some customisation.

Edit: In salesforce you can then use the id of that templateid to set the brand for the email you want to send. And even add a custom email. For info: docusign-for-salesforce-custom-button-logic.pdf

// DocuSign Template ID (default no template) 
DST = '67870A79-A0B5-4596-8AC1-CC7CC1EA01EB';
// Custom Email Message (default in config) 
CEM = 'Envelope sent by [FirstName] [LastName] ([Email])!'

The same is possible via SOAP or REST if you want to use the API. Look for the "createandsendenvelope" function in the documentation here: API Overview

Related Solutions

[SalesForce] DocuSign for Salesforce: How to attach completed Documents to parent object to the object that the Document was sent from

DocuSign for Salesforce supports attachment of completed documents to the parent object:

To move the attachment from the parent object to that object's parent, you can create a trigger on the Attachment object:

trigger AttachmentTrigger on Attachment(after insert){

    Set<Id> parentIds = new Set<Id>();
    List<Attachment> quoteAttachments = new List<Attachment>();

    for(Attachment a : trigger.new) {
        // Pull attachments only related to Quotes
        if(a.ParentId.getSObjectType() == Schema.Quote.getSObjectType()){
            quoteAttachments.add(a);
            // Get the Quote Ids
            parentIds.add(a.ParentId);
        }
    }

    // Query for Quote Opportunity Ids
    Map<Id,Quote> quotes = new Map<Quote>();
    for(Quote q : [SELECT OpportunityId FROM Quote WHERE Id IN :parentIds ]){
        quotes.put(q.Id,q);
    }    

    // Change Parent Id on Attachments
    for(Attachment a : quoteAttachments) {
        a.ParentId = quotes.get(q.Id).OpportunityId;
    }

}

Attachments are tricky because they have so little metadata. If you need to identify a specific document and your document names are consistent, you could filter on attachment name.

Otherwise, if you need to ensure you're only working with attachments on the quote that came from DocuSign, you may want to build a trigger on the DocuSign envelope status, and work from there.

Best Answer

Related Solutions

[SalesForce] DocuSign for Salesforce: How to attach completed Documents to parent object to the object that the Document was sent from

Related Topic