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Heidi Whisman (Eye Care Leaders) ๋‹˜์ด Configure-Price-Quote Dreamforce Forum์— ๊ธ€์„ ์˜ฌ๋ ธ์Šต๋‹ˆ๋‹ค

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.

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  1. 2018๋…„ 1์›” 29์ผ ์˜คํ›„ 2:57
    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.
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