Docusign Integration With Salesforce

Closed Posted 2 years ago Paid on delivery
Closed

Hi.

Apologies I am not a Salesforce expert, but I’m kind of struggling with some development work I need. I currently run on Professional edition and I have recently integrated Docusign Esignature. I can only send an envelope on each opportunity as opposed to selecting multiple envelopes and multiple opportunities to send to one contact. I have been told I need Apex enabled to be able to do this, but as I don’t have enterprise edition this is not achievable. I was told that Docusign Apex Toolkit would not work without the above.

Any help would be greatly appreciated or if there is a workaround and you can point me in the direction of a freelancer who would be able to do this I would greatly appreciate it!

I was told that maybe creating an extra field on each opportunity and then a button on the account to trigger sending all in one go would potentially work.

API Integration

Project ID: #31826213

About the project

3 proposals Remote project Active 2 years ago