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

Install HelloSign for CPQ extension package

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EDITIONS SUPPORTED

Professional, Enterprise, Unlimited, Developer

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PREREQUISITES

  • HelloSign for Salesforce version 4.5 or greater installed in your target org
    • Have Salesforce CPQ Version 212.6 or greater installed in your organization
    • HelloSign Enterprise subscription with Salesforce feature and Salesforce CPQ feature
    • Be a Salesforce Administrator in your organization
    • Have CPQ and HelloSign admin access

Steps

  • Install HelloSign for CPQ package via our private AppExchange listing - provided by our sales team.
  • Install for Admin and all user