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Salesforce CPQ / Docusign

  • December 11, 2024
  • 3 replies
  • 57 views
L
Newcomer
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Hi Everyone - 

Long time lurker - first time poster. 

We have OLDer, retired packages that seemed to have bit the dust this week - We have docusign for esignature and docusign for Salesforce CPQ (Retired) - 

We have about 80 CPQ quote templates and recently, users are getting an infinite screen load when clicking on “Send with Docusign” from the quote.

As a workaround, I’ve removed the “Review before sending” from all quote templates (but i hate this for user experience) - but it works. 

No one wants to help because packages are retired so I get it - but my question is - for everyone using CPQ and Docusign and had to migrate to DAL (which we do have but we only use for SF billing w/ Doc Gen) - is it possible to build the same button/user experience? Can I use the quote templates I’ve already built? Anyone with any guidance? 

3 replies

A
Community Moderator
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  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • 2070 replies
  • December 13, 2024

Hi ​@lchickery,

 

Thank you for reaching out to the Docusign Community.  

The Docusign for Salesforce CPQ deprecated package was not developed by Docusign, and due to this reason its records cannot be migrated, as these are incompatible with our products. Under these circumstances, you will need to recreate your templates in Docusign Apps Launcher.

Feel free to let us know if you need further assistance with this. 

 

Best regards,

Alejandro R. | Docusign Community Moderator  

Please click "Best Answer" below if you find my reply to be a valid solution to your issue!

 

 

A
Community Moderator
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  • Alejandro.RamosCommunity Moderator
  • Community Moderator
  • 2070 replies
  • December 31, 2024

​Hi ​@lchickery,

 

I hope you are doing well.

I would like to confirm if the suggested solution answers your question?           

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!  

L
Newcomer
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  • lchickeryNewcomer
  • Author
  • Newcomer
  • 1 reply
  • December 31, 2024

Not entirely. I understand that the Docusign for Salesforce CPQ package has been deprecated.  I’ve done a bit of research and playing in sandbox - We utilize CPQ Templates today - with the help of quote terms as well and conditional print fields. I’m not 100% sold that DocGen could be the answer for us. We have a complicated use case unfortunately.  I did find documentation yesterday on DS’ site and downloaded a managed package “DocuSign CPQ Converter” but it doesn’t look a tool to help convert templates. 

 

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