Configure CPQ Quote Template object

The only layout necessary for HelloSign for CPQ are those used by the Quote Template object. The following steps outline adding the “Link HelloSign Template” button and “HelloSign Template” related list to the layout.

Steps

  • Go to Setup | Object Manager | Quote Template
  • Find the Page Layouts section and select Edit next to the Quote Template layout
  • Select Buttons in the editor - Lightning select Mobile & Lightning Actions
  • Drag the Link HelloSign Template button onto the layout
  • Select Related List
  • Drag the HelloSign Template related list onto the layout
  • Select Save on the layout