DocuSign for Salesforce: Display comma separated currency, number fields in DocuSign merge fields

When creating merge fields, commas are not populated into DocuSign tags when mapped from a currency or number field from Salesforce. 

Salesforce.com View:

Output from DocuSign:

As you can see, no commas are added in the values. Also, for the currency data, it does not contain commas or the dollar sign like it does in the Salesforce interface.

DocuSign is not formatting the value after it is received from Salesforce. Running the following SOQL query displays the true data values from the Salesforce database. 

SELECT Amount,Number_Field__c FROM Opportunity WHERE Id = '0061a000003oDge

Solution: 

1. Create formula fields from Salesforce.
2. Remap merge fields to point to the new formula fields​

Building Formula Fields

Currency Salesforce Field:

Example Formula:

IF(Amount < 0, "(", "") & "$" & IF(ABS(Amount) >= 1000000, TEXT(FLOOR(ABS(Amount) / 1000000)) & ",", "") & IF(ABS(Amount) >= 1000, RIGHT(TEXT(FLOOR(ABS(Amount) / 1000)), 3) & ",", "") & RIGHT(TEXT(FLOOR(ABS(Amount))), 3) & "." & IF(MOD(ABS(Amount) , 1) * 100 < 10, "0" & TEXT(ROUND(MOD(ABS(Amount) , 1), 2) * 100), TEXT(MIN(ROUND(MOD(ABS(Amount) , 1), 2) * 100, 99))) & IF(Amount < 0, ")", "")

Number Salesforce Field:

Example Formula:

CASE(LEN(TEXT( Number_Field__c )), 1, TEXT(Number_Field__c), 2, TEXT(Number_Field__c), 3, TEXT(Number_Field__c), 4, LEFT(TEXT(Number_Field__c), 1) & "," & RIGHT(TEXT(Number_Field__c), 3), 5, LEFT(TEXT(Number_Field__c), 2) & "," & RIGHT(TEXT(Number_Field__c), 3), 6, LEFT(TEXT(Number_Field__c), 3) & "," & RIGHT(TEXT(Number_Field__c), 3), 7, LEFT(TEXT(Number_Field__c), 1) & "," & MID(TEXT(Number_Field__c), 2,3) & "," & RIGHT(TEXT(Number_Field__c), 3), 8, LEFT(TEXT(Number_Field__c), 2) & "," & MID(TEXT(Number_Field__c), 3,3) & "," & RIGHT(TEXT(Number_Field__c), 3), 9, LEFT(TEXT(Number_Field__c), 3) & "," & MID(TEXT(Number_Field__c), 4,3) & "," & RIGHT(TEXT(Number_Field__c), 3), 10, LEFT(TEXT(Number_Field__c), 1) & "," & MID(TEXT(Number_Field__c), 2,3) & "," & MID(TEXT(Number_Field__c), 5, 3) & "," & RIGHT(TEXT(Number_Field__c), 3), 11, LEFT(TEXT(Number_Field__c), 2) & "," & MID(TEXT(Number_Field__c), 3,3) & "," & MID(TEXT(Number_Field__c), 6, 3) & "," & RIGHT(TEXT(Number_Field__c), 3), 12, LEFT(TEXT(Number_Field__c), 3) & "," & MID(TEXT(Number_Field__c), 4,3) & "," & MID(TEXT(Number_Field__c), 7, 3) & "," & RIGHT(TEXT(Number_Field__c), 3), null)

Remap Merge Fields:

Since the data you are attempting to pull is now located at a different field, you now need to reference this new formula field. Example below is when the original field was "Amount" from Salesforce.

Log into DocuSign: 

1. Preferences 
2. Custom Tags 
3. Select merge field tag to update 
4. Change to the formula field name

If your merge fields are added to templates. Delete the merge fields and add back in from your "custom" tag list.

Results: