I have DocuSign set up to send from Quotes within Salesforce. However, once the document has been completed, I would like the Completed documents to be attached to the Opportunity record that is the parent of the Quote object.
I have tried configuring the Connect settings within DocuSign Admin but currently having no luck.
If I want to update the documents to the Opportunity, I don't have a field on the Opportunity that matches a reference on the Envelope as the Envelope just has the Quote details and there can be multiple Quotes for 1 Opportunity so I can't get this ID on the Opportunity level.
Has anyone had any luck with this previously?