Pre-populate recipients list on Docusign for Salesforce Lightning

Question

I know this feature is available for the old Salesforce UI, but couldn't find anywhere how to pre-populate recipients using Docusign Lightning component.

Has anybody been able to solve it?

Answer 1

With SalesForce "classic" you could use a JavaScript button to prepopulate recipient info when the DocuSign Envelope is created. However, it appears that SalesForce Lightening does not support JavaScript buttons.

To customize "Send with DocuSign" behavior in SalesForce Lightening, you might try the following approach:

1. Create a Visualforce page that launches an APEX class controller that opens a URL.
2. Create a class to define that controller.
3. Create a new action on the opportunity and associate the Visualforce page to the action.
4. Add the Action to the appropriate area on the Opportunity page layout.

You can find a code sample for this type of implementation on this thread in the SalesForce Developer forum: https://developer.salesforce.com/forums/?id=906F0000000BWr4IAG. And, this other SO post shows an attempt to implement this approach to customize the Send with Docusign behavior: Customize "Send With Docusign" in Salesforce Lightning.

Note: I'm not a SalesForce developer and this answer is simply recommending an approach that others seem to have used in the scenario you've described.