Guides
Guides

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.

Suggest Edits

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
1037
  • Drag the Link HelloSign Template button onto the layout
1038
  • Select Related List
1274
  • Drag the HelloSign Template related list onto the layout
1274 1274
  • Select Save on the layout

Updated over 2 years ago