Modify/Style HelloSign Signature Content record

Out-of-the-box, the HelloSign Signature Template Content record is styled to align with CPQ’s out-of-the-box quote. The HelloSign Signature Content record generated upon linking a CPQ Quote Template to a HelloSign template is generated using html. Those familiar with html can modify the Content record to align with customizations to your CPQ template.

Steps

  • Open the appropriate Content record
  • Edit the record
  • Click Source in the Markup field to access html