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在我目前的公司，我們已將DocuSign與Salesforce集成，以便將合同發送給我們的潛在客戶。Docusign簽名者名稱
每個合同都需要由我們的潛在客戶簽署，但也要由我們的銷售/服務副總裁簽署。
我在quote對象上創建了一個自定義按鈕來向DocuSign提交報價以傳遞所需的信息（簽名者角色，名稱，電子郵件等）我遇到的問題是由於某種原因第二個簽名者的全名內部簽名者）不會傳遞給DocuSign，因此銷售代表必須每次手動編輯收件人並添加名稱。
按鈕代碼：
var quoteApproved = {!Quote.Quote_Approved__c};
//********* Option Declarations (Do not modify)*********//
var RC = '';
var RSL = '';
var RSRO = '';
var RROS = '';
var CCRM = '';
var CCTM = '';
var CCNM = '';
var CRCL = '';
var CRL = '';
var OCO = '';
var DST = '';
var LA = '';
var CEM = '';
var CES = '';
var STB = '';
var SSB = '';
var SES = '';
var SEM = '';
var SRS = '';
var SCS = '';
var RES = '';
//*************************************************//
switch ("{!Quote.Signed_by__c}") {
case "John Cash":
CRL = "[email protected]; FirstName~John; LastName~Cash; Role~Signer 2; RoutingOrder~1";
CCTM = "Signer 2~Signer";
break;
case "Mark Cash":
CRL = "[email protected]; FirstName~Mark; LastName~Cash; Role~Signer 2; RoutingOrder~1";
CCTM = "Signer 2~Signer";
}
if (quoteApproved) {
{
!REQUIRESCRIPT("/apex/dsfs__DocuSign_JavaScript")
}
var sourceId = DSGetPageIDFromHref();
var RQD = DSGetPageIDFromHref();
window.location.href = "/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID=" + sourceId + "&CCTM=" + CCTM + "&CRL=" + CRL + "&RQD=" + RQD;
} else {
alert("Your quote has not been approved yet. \nPlease submit for approval before sending the contract.");
}