Send for Signature with Dropbox Sign Template
Once linked, CPQ Quote Templates can be sent via HelloSign for e-signature. Using a CPQ Quote Template linked to a HelloSign template supports multiple signers, with predefined roles, a default title and message, and signature fields automatically mapped on the quote document.
Steps
- On the Quote record select the Generate Document button
- Select the CPQ template linked to a HelloSign Template
![Screen Shot 2020-02-11 at 3.31.48 PM.png 2848](https://files.readme.io/54164e1-Screen_Shot_2020-02-11_at_3.31.48_PM.png)
- Select Save & HelloSign
- The CPQ document is preselected along with the recipients and default message
![Screen Shot 2020-02-11 at 3.34.37 PM.png 2862](https://files.readme.io/949c8d6-Screen_Shot_2020-02-11_at_3.34.37_PM.png)
- Click Preview Document
- Review the CPQ document with signature fields prior to sending
- Send for signature
Updated about 1 year ago