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Configure-Price-Quote Dreamforce Forum
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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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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.
To all our friends looking for a sneak peak at the Salesforce CPQ roadmap, come join our Dreamforce session, Wednesday, 1 PM, Marriott Marquis.
Hey guys, Template Top Change not showing on Quote. I created a new Template Top and plugged the new top in the Header Content field on the Quote Template but it is not changing with I Preview the Quote.
Thoughts?
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