Linking a CPQ Quote Template

Linking your existing CPQ Quote Templates allows you to leverage HelloSign signer roles and later send them for e-signature via HelloSign. HelloSign Templates connected to CPQ Quote Templates are considered external templates and are not stored in the HelloSign app.

  • Select the Link HelloSign Template button on the Quote Template detail page
  • Select your recipients
  • Add a title and message (optional)
  • Optionally enable skip prepare or skip preview

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CALLOUT

If you enable skip preview you must also check Text Tags in document. This allows HelloSign to identify the signer tags outlined in the CPQ Content record.

  • Save the template.

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CALLOUT

HelloSign templates linked to CPQ do not support our Salesforce merge field and writeback feature.