Configure CPQ Setting

Salesforce CPQ enables e-signatures via a plugin setting. The following steps show how to add our plugin in CPQ. If you don’t need the steps here is the plugin “HelloSign_CPQ.eHelloSignPlugin“

Steps

  • Go to Setup | Installed Packages
  • Select the Configure link next to Salesforce CPQ
  • Select the Plugins tab from the Salesforce CPQ Settings Editor
  • Enter “HelloSign_CPQ.eHelloSignPlugin” in the Electronic Signature Plugin field
  • Select Save in the top right of the page