This site was built to compliment the existing NetSuite Professionals Slack Community by adding a means for members to easily find answers to common questions and to create a searchable database of those questions and answers.

NetSuite Professionals

Anyone use DocuSign for NetSuite and able to produce the custom adv. PDF for quotes/estimates? It will only produce the standard adv. PDF when hitting 'send with DocuSign'. Tranx form is linked to the custom adv. PDF.

Per DocuSign's help guide: "For the Estimate record type, the default behavior is to convert the record to a PDF and add it to the DocuSign envelope. For all other record types, the files present on the record will be added to the DocuSign envelope."