Hello I need help creating custom buttons for "Send to DocuSign" using CPQ. We have 2 quote templates in CPQ based on products. One has an extra Appendix which needs to be signed that is product specific. In DocuSIgn you can only have 1 template unless you add custom buttons to tell DS which template to use. I am having problems with where to put the button within CPQ.
We are supposed to roll out today! Any help is very much appreciated.
1 commento
Have you called DocuSign support? They have DocuSign for Salesforce Tiered Support and are super helpful. They know how to create what you are looking for.
