Send the CPQ generated Quote to the customer for eSignature using Docusign

 

Let's see how to create the DocuSign envelope for the CPQ Quote

First login with Salesforce CPQ org

From the App launcher search Docusign Apps Launcher and select the DocuSign Envelope Templates. 

Then select New give the template name and select source object as Quote and Next.

Then enable the Attach document from the Salesforce record and place the Latest document option from the document select then click Next

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Select the receipt as the Primary contact field from the Lookup fields section then click Add and Next. 

We generate the CPQ quote so there is no need to add the merge field simply select Next to skip this section

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Here enable Save completed documents back to the Salesforce SBQQ__Quote__c Record and choose the document name from the file name. 

The last final step is to give the label  SendDocusign for the custom button and select the layout that you need to appear this button then save and click the button

Go to the quote click the Generate document button and Save the document.

After the document has been saved select the SendDocusign custom button on the quote layout

Then click Next >Next and Drop the Signature and Date signed from the left side column then Send 

Then sign the order and click the Finish from the Docusign document

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After finishing the document the completed document will be automatically attached to the quote record also Receive the completed document in the email

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