The master object will depend on where you want to place the send to EchOsign button.
if you want to send from the Account object, then Account is your master object, if you want to send from the service object, make that the masterobject.
However your setup sounds similar to productline items in the Opportunity object. EchoSign cannot merge fields from this.
You require an app such as Conga or Drawloop to facilitate such as a merge. These apps then are able to send the merged document via EchoSign automatically.
hope that helps
We would really love for Echosign to develop this ability to incorporate product line items, or multiple line items from any related object. Is this in the development pipeline?
ccbunker, not currently no, as apps like Conga and drawloop do a good job of this already and integrate with Echosign.
In eSign Salesforce configuration page, there is "Map Salesforce Product Line Items Fields to Adobe Document Fields". Is that meant to be used to loop through and display line items? If not, how is it supposed to be used?
Hello did you ever get an answer to your question? i am also trying to display opportunity line items on my template without any conga