Send for Signature with Dropbox Sign One-Time Send
Once linked, CPQ Quote Templates can be sent via HelloSign for e-signature. CPQ Quote Templates not linked to a HelloSign Template support multiple signers, but does not support predefined roles, or default title and message. Users must manually map signature fields onto the quote document.
Steps
- On the Quote record select the Generate Document button
- Select the CPQ template not linked to a HelloSign Template
![Screen Shot 2020-02-11 at 3.32.01 PM.png 2866](https://files.readme.io/c6d0932-Screen_Shot_2020-02-11_at_3.32.01_PM.png)
- Select Save & HelloSign
- The latest quote is preselected. Users can attach additional documents if they choose.
- Define signers and add a title and message (optional)
![Screen Shot 2020-02-11 at 3.35.09 PM.png 2872](https://files.readme.io/a5729ea-Screen_Shot_2020-02-11_at_3.35.09_PM.png)
- Prepare now
- Map signature fields
- Send for signature
Updated about 1 year ago