DocuSign and Conga Merge Button

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  • Question
  • Updated 3 years ago
Hi! I am trying to add a custom button to my opportunity layout and unfortunately when i select custom salesforce button, an error occurs and says that a recipient must be a lead or contact. I am not js savvy so I am not too sure if this would require me to run a javascript snippet.

https://composer.congamerge.com 
?sessionId={!API.Session_ID} 
&serverUrl={!API.Partner_Server_URL_290} 
&id={!Opportunity.Id} 

&TemplateID=a0f8000000E3Ede 
&OFN={!Opportunity.Name}+Sales+Order+{!Today()} 

&DocusignVisible=1 
&DocusignR1Id={!Opportunity.BBilling_ContactId__c} 
&DocusignR1Role=Prospect 
&DocusignR1Type=Signer 
&DocusignR1RoutingOrder=1 

&DocusignR2Id="00580000005I4Jm" 
&DocusignR2Role=AE 
&DocusignR2Type=Signer 
&DocusignR2RoutingOrder=2 

&DocusignR3Id={!Opportunity.OwnerId} 
&DocusignR3Type="Carbon Copy" 
&DocusignR3RoutingOrder=2 

&DocusignR4Id="00580000005Hjnr" 
&DocusignR4Type="Carbon Copy" 
&DocusignR4RoutingOrder=2 

&DocusignR5Id="00580000005HN0l" 
&DocusignR5Type="Carbon Copy" 
&DocusignR5RoutingOrder=2 

&DocusignR6Id="005800000089I91" 
&DocusignR6Type="Carbon Copy" 
&DocusignR6RoutingOrder=2 

&DocusignR7Id="00534000008cWGE" 
&DocusignR7Type="Carbon Copy" 
&DocusignR7RoutingOrder=2 

&DocusignR8Id="0058000000898p2" 
&DocusignR8Type="Carbon Copy" 
&DocusignR8RoutingOrder=2 

&DocuSignExpireIn=30 
&DS7=7

Thank you!
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Megan Minahan

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Posted 3 years ago

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