Dynamic Email Content Based On Salesforce Field Values
Currently when DDPs are configured to send via DocuSign, you can only configure a static email template (with merge fields). If you want to send the same documents with different email content (based on for example a field in Salesforce called 'Product') you currently have to clone the existing DDP and change the email template.
It would be extremely useful to be able to configure one DDP and have dynamic/conditional paragraphs for each product. For example:
[IF Account.Product = Handheld Vaccuum Cleaner], DISPLAY: "Thank you for purchasing the <<Account.Brand>> <<Account.Product>>. As this is a small item, please come in and collect it from the store."
[IF Account.Product = Refrigerator], DISPLAY: "Thank you for purchasing the <<Account.Brand>> <<Account.Product>>. Please contact the store to arrange delivery."