Configure CPQ Quote Template object
The only layout necessary for HelloSign for CPQ are those used by the Quote Template object. The following steps outline adding the “Link HelloSign Template” button and “HelloSign Template” related list to the layout.
Steps
- Go to Setup | Object Manager | Quote Template
- Find the Page Layouts section and select Edit next to the Quote Template layout
- Select Buttons in the editor - Lightning select Mobile & Lightning Actions
![image3.png 1037](https://files.readme.io/8e8b1b4-image3.png)
- Drag the Link HelloSign Template button onto the layout
![image2.png 1038](https://files.readme.io/b7c59d6-image2.png)
- Select Related List
![image4.png 1041](https://files.readme.io/5093cda-image4.png)
- Drag the HelloSign Template related list onto the layout
![image1.png 1035](https://files.readme.io/1c4d3dc-image1.png)
- Select Save on the layout
Updated almost 5 years ago