These docs are for v4.6. Click to read the latest docs for v4.29.

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“

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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

Updated over 5 years ago