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Salesforce + DocuSign CLM integration for automated Appraiser Review Letter generation
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docs/README.md

Appraiser Review Letter Generator (Salesforce + DocuSign CLM)

Welcome!

This project contains documentation and guides for building Appraiser Review Letter templates for use in Salesforce CLM (Contract Lifecycle Management).

Overview

This application automates generation of personalized appraiser review letters within Salesforce, merging Q&A responses and related data into a DocuSign CLM-powered letter. Content and layout adjust dynamically to each review scenario.

Architecture Overview

  • Templates are rendered using dynamic data from Salesforce objects
  • All merge fields and arrays are mapped from Salesforce data model
  • Modular blocks for easy maintenance and expansion

Key Features

  • Dynamic merge of Appraiser Review answers (tables, paragraphs)
  • Salesforce-initiated CLM document generation and delivery
  • Robust requirements, data, and design documentation

Onboarding

  • Clone docs directory into your Salesforce project repo
  • Review CLM_TEMPLATE_GUIDE.md for template logic and examples
  • See requirements.md for merge field details

Last updated: 2026-02-26 13:23 PM Work in progress: Add quick-start workflow and test recommendations.