Docusign Template Setup for Mail Merge with SalesNexus

In this Knowledge Article, We wanted to share an efficient method to simplify the process of sending contracts and proposals for e-signature. By seamlessly connecting DocuSign with SalesNexus, you can effortlessly merge your DocuSign templates with customer and sales data. 

Note:  In order to follow the steps below, please ensure that your SalesNexus Account is connected to your DocuSign Account. Please refer to the steps outlined in this link to complete the connection. https://salesnexussupport.zendesk.com/hc/en-us/articles/18059654532749-How-to-connect-DocuSign-with-SalesNexus

Follow the steps below. 

1. Sign in to your DocuSign Developer Environment and locate the "Templates" tab.

2. Within the Templates tab, select "New" and then choose "Create Template."

Refer to the provided screenshot for visual assistance.

3.After creating a new template, you'll be prompted to input the Template Name and Description. Additionally, click on the "UPLOAD" button to select and upload the document you intend to utilize which can be word document or a pdf. 

Note, It can be more than one document if you want. 

Refer to the provided screenshot for visual guidance.

4. Upon successful upload of the file, proceed to fill in the "Role" field while leaving the "Name" and "Email" sections blank. You have the option to customize the "Email Subject" and "Email Message" that will be sent when DocuSign dispatches the contract or document. When finished, proceed by clicking on "NEXT."

5.Afterward, initiate the mail merge process. Refer to the screenshot provided as a guide. The default DocuSign fields are on the left, while you'll find the SalesNexus fields on the right for mail merging. For instance, the "Reserved By" data could represent the customer's name in SalesNexus.

Drag the "Text" field to the desired location where you intend to merge the SalesNexus field, in this case, the "Reserved By" data. Upon placement, locate the "Data Label" on the right side, remove any existing text, and input the desired SalesNexus field name.

Repeat these steps for the other fields accordingly.  

Please note that when utilizing the "Email Address" field from SalesNexus during the mail merge process, there's no requirement to include any special characters such as hyphens or periods.

6. These steps outline how to map a "Currency" field from SalesNexus to your DocuSign Document. You can utilize the same process if you have a "Currency" field within your Contacts and Sales Fields on SalesNexus.

• First is to Drag or Select the "Number" field in your DocuSign mapping and link it to your "Amount" field or any desired field on your document.
• To map it to your SalesNexus fields, locate "Data Label" on the right-hand side.
• Adhere to this format: "sales.____" followed by the name of the desired field. For instance, "sales.amount". 
• For a visual guide, please refer to the screenshot below:

Note: For Sales Fields like "Amount" and other currency-related fields to display correctly, they will only function with two decimal places. For instance: $1500.00 or $2500.50. The system recognizes and displays these values accurately when formatted with two decimals.

7. Depending on your document's complexity, you can continue following the aforementioned steps or refer to the provided screenshot below to merge additional fields as needed. Once you've merged all desired fields and are satisfied with the arrangement, proceed by clicking on "SAVE AND CLOSE."

8. Assuming that you have integrated your SalesNexus account to your DocuSign Account, if not please follow this link for the KB article. https://salesnexussupport.zendesk.com/hc/en-us/articles/18059654532749-How-to-connect-DocuSign-with-SalesNexus

Afterward, log out and log back into your SalesNexus account to refresh and load the Mail Merge template recently created in DocuSign.

Upon logging in to SalesNexus, navigate to a "Sales Opportunity." On the right side of the layout, you'll find your DocuSign templates ready for sending to your clients.

9.You can also access your DocuSign Templates if you go to a "Contact" record and on your right side lay out you will see the "DocuSign Templates" option and then you will see your templates which you can send to your clients. 

For easier navigation, we've prepared a video tutorial available on our YouTube channel. Click the link below to watch the video or simply click to play the video embedded here for step-by-step guidance.

https://youtu.be/W1zM9PhIsEU?si=a_o8w5hgTw7nB7vf 

Feel free to email us at [e-mail] if you have any questions of any concerns.