We are looking into DocuSign automated features. What we are trying to achieve is, to have the docusign template(s) be sent out to the client automatically by a trigger. The trigger could be the stage of the Opp. Or, maybe more convenient, we could create an artificial trigger with a pop up for example. There are options in what should be the trigger. However, the goal remains the same: send out the docusign templates automatically when triggered.