By Andy Tzou
You’ve already spent the time to make sure your Salesforce records have all of the information you need. So why should you need to re-enter that information before sending a document out for signature?
One of the most helpful and powerful tools in the DocuSign for Salesforce toolbox is merge fields. With a few simple configuration steps, you can connect Salesforce data fields to fields on your documents, allowing data to automatically appear– without having to manually re-enter it.
Besides the obvious benefit of automatically populating data onto forms, implementing merge fields:
Saves time : Users no longer have to go through the painstaking task of manually entering information onto documents prior to sending
Reduces errors: Information is no longer manually entered, so what’s populated onto documents is exactly what exists in Salesforce.
Real-time updates: Merge fields can be configured with a simple checkbox to allow for data to flow both ways – meaning data can appear on documents automatically. When a recipient fills out form fields, that data is automatically pushed to the corresponding fields in Salesforce.
If you are interested in learning more, be sure to check out these resources:
DocuSign for Salesforce User Guide – Find out about additional formatting, control, and management features
DocuSign University – Learn from pre-recorded webinars or attend instructor-led courses