Hope someone can advice.
I am creating a template to be used on the Opportunity but I cannot seem to merge Opportunity Line Items to the template. Is it possible?
Hey @SalesforceFW, thanks for reaching out to us.
Are you doing this through Dropbox directly?
Can you guide us through the steps you're following for this process, so we can assist you further?
Thanks!
Hi Hannah. I am doing this on the DropSign app within Salesforce. I am editing the templates. When I come to the merge fields section, I'm not sure how to pull the Opportunity Line Items onto the selection
Thanks for the update, @SalesforceFW.
I would suggest reaching out to Dropbox Sign support directly for further assistance on this.
You can do so through this page.
I have last week but there's no response
Do you have the ticket number for that communication, @SalesforceFW? I'd like to check it out.
Hi Hannah. It is 23774361
Thanks, @SalesforceFW.
I do see that the ticket was closed, so would you mind reaching out to the team once again and give us your new ticket number?
If you have any trouble doing so, let me know.
Why was it closed?? New ticket number is 23804015
Thanks for that, @SalesforceFW!
While I don't have much visibility about that on my end, rest assured that I left an internal note on the new ticket, highlighting both your comments and the information you've shared.
Hi Hannah. Please could you escalate the ticket 23804015? This is extremely urgent so we can determine whether Dropbox Sign is suitable for us
Hey @SalesforceFW, I completely understand where you're coming from.
I can see, however, that your ticket is already with our specialists, who are currently working on your case and the priority is already raised.
Once they have more info for you, they'll get back to you on that email chain, so make sure to keep an eye on it.
