Back to Docusign.com
I need to Send Salesforce CPQ Quote Document for eSignature
Solved
How can we send Salesforce CPQ Quote Document for eSignature
Best answer by Derrick.Tran
Hello
A more seamless experience of quote generation to eSignature is supported with Gen CPQ Plus.
If you don’t have that, you would need to create an Envelope Template for the Quote Document object as your source.
This is assuming you have installed the latest version of Docusign Apps Launcher from Salesforce’s AppExchange.
+6- Docusign Employee
- Answer
Hello
A more seamless experience of quote generation to eSignature is supported with Gen CPQ Plus.
If you don’t have that, you would need to create an Envelope Template for the Quote Document object as your source.
This is assuming you have installed the latest version of Docusign Apps Launcher from Salesforce’s AppExchange.
- Community Moderator
Hi
I hope you are doing well.
I would like to confirm if you were able to solve your issue by utilizing the solution that was suggested?
If so, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Otherwise, feel free to let me know and I will gladly help you address the situation as soon as possible.
Best regards,
Alejandro R. | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Sign up
Already have an account? Login
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationDocusign Community
You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.
Customer Login/Registration Developer Login/RegistrationEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.