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How can we send Salesforce CPQ Quote Document for eSignature

I need to Send Salesforce CPQ Quote Document for eSignature

Best answer by Derrick.Tran

Hello @KoutilyaTej,

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.

Answer

Docusign Employee

Hello @KoutilyaTej,

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.

Docusign Employee

Hi @KoutilyaTej,

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!

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