Adobe Sign for Salesforce CPQ Connector: Installation Guide

Overview

The Adobe Sign for Salesforce CPQ Connector inserts a button into your Salesforce CPQ app that enables you to generate an agreement with an automatic quote attachment, and send documents for e-signature right from within your Salesforce app.

Adobe Sign for Salesforce CPQ Connector: Installation Guide provides instructions on how to:

Prerequisites

You must have:

Note: Salesforce CPQ v 234.4.1 and later include an upgrade that supports advanced agreement generation features using runtime variables.

installed-packages

Install Adobe Sign for Salesforce CPQ connector

  1. Go to the Adobe Sign for Salesforce CPQ Connector component package on the Salesforce AppExchange.

  2. Select Get It Now.

    cpq-get-it-now

  3. Log in to your Salesforce account using one of the following log-in options, as applicable:

    • If you already have a Salesforce account, select Log In and enter your credentials when prompted.
    • If you don’t have an account, select Continue as a Guest. It prompts you to create a Salesforce account and then sign in using the new credentials.
    login-or-continue-as-guest

  4. In the dialog that prompts you to select the installation environment, select one of the following options:

    • Install in Production
    • Install in Sandbox
    choose-install-location

  5. In the Confirm Installation Details dialog that appears: 

    • Review the installation information.
    • Select the Terms and Conditions checkbox to verify that you have read and agree to the conditions.
    • Select Confirm and Install.
    confirm-install

  6. When prompted to log in to your Salesforce organization, enter your credentials and then select Log in.

    login-to-salesforce

  7. On the page that appears, select Install for All Users and then select Install.

    install-sign-for-cpq

    When you see a message saying that the app is taking time to install, select Done to continue. You receive a confirmation email once the installation is complete.

    installing-message

Configure Quote objects for sending agreements

Relating the Quote to any Agreements sent using the Quote can be helpful in keeping up to date with your Quotes in process, as well as the history of the Quotes on an account.

Configure CPQ to expose the 'Generate Adobe Sign' action

Once you install Adobe Sign for Salesforce CPQ version 1.4 or later, you must add the 'Generate Adobe Sign' button to enable you to generate a quote and automatically attach it to an agreement. To do so:

  1. Navigate to Setup > Objects and Fields > Object Manager.

    setup-object-manager

  2. From the left column, select Quote.

  3. From the left panel, select Page Layouts.

  4. From under Page Layout Name, select Quote Layout.

    quote-page-layouts

  5. From the object type box at the top, select Buttons.

  6. Drag and drop the Generate Adobe Sign object to the Quote Details section.

    Add the Generate Adobe Sign button to the Quote Details section

  7. Select Save.

    It configures the plugin.

  1. Once the installation is complete, navigate to Setup > Platform Tools > Apps > Installed Packages.

  2. For the Salesforce CPQ package, select Configure.

  3. Select the Plugins tab.

  4. In the Electronic Signature Plugin field, enter the value: ASSFCPQ.AdobeSignElectronicSignaturePlugin

  5. Select Save.

Create default templates 

To automatically attach a quote to an agreement ready to send, you must create a default template for the Agreement and the Quote.

Follow the steps below to create a basic template to attach a quote: The below configuration steps provide instructions on how to create a basic Agreement Template where you can attach a quote. 

For more information on agreement templates, refer to the Templates section.

Märkus.

When using the Generate with Adobe Sign option, the agreement template must be set up with the agreement template variable only.

Setting up an agreement template using runtime variables provides more efficiency in creating agreements. When creating agreements, it automatically attaches the generated Quote Document PDF to the agreement. It also allows users to use Adobe Sign library documents in their agreement templates in addition to the quote document.

  1. Navigate to the App Launcher and open Adobe Acrobat Sign for Salesforce.

  2. Open the Agreement Templates tab and select New.

  3. Assign a name for the template and select Save.

  4. In the Agreement Template Details page that opens:

    1. Provide a default Agreement Name.
    2. Define the Salesforce Object as the Quote Document.
    3. Select Map data into agreement fields. In the dialog that appears:
      1. In the Source Type field, select Quote Opportunity (Reference) from the options.
      2. In the Target Agreement field, select Opportunity (Reference) from the options.
      3. Select Save.   
    agreement-template-map-data

    The Template Details page reflects the mapped data fields, as shown below.

    agreement-template-final-details

  5. Under the Attachment tab:

    1. To add a document to every quote, select Upload Files or drag and drop the file into the Upload field.
    2. To attach the Quote, select Choose Document Source.
    3. In the Choose Document Source dialog that opens:
      1. Select Runtime Variable option.
      2. In the Add a runtime variable name field, assign the variable name as QuoteDocument
      3. Select Add when done.
    agreement-template-choose-doc-source

    choose-doc-source

    The attached quote appears as shown below:

    documents-added

  6. Under the Recipients tab, select X from the right corner to delete the default recipient record. Then, select Add recipient from object or run-time variable.

    Add recipient form object

  7. In the Add recipient dialog that opens: 

    1. Select object or runtime variable: LookUp Based on Master Object Field.
    2. Select Recipient Type as Contact.
    3. Under Source field form master object field, select Primary Contact Id.
    4. Select Save.
    agreement-template-add-recipient

    The resulting recipient appears as shown below:

    Configured Recipient

  8. Select the Rules tab and then select the option Set as default template for all agreements.

    You may configure other elements of the template as needed, like the agreement message, reminders, or counter-signers.

    agreement-template-rules

  9. Ensure that the template is toggled to Active and then select Save.

  1. From the App Launcher, select Salesforce CPQ to open the app.

  2. From the top menu, select Quote Templates > New.

    NEw Quote Template

  3. In the New Quote Template page that opens:

    • Provide a Template Name.
    • Select Default checkbox.
    • Select Deployment Status as Deployed.
    • Under Agreement Template, select the Agreement Template created above.
    new-quote-template

  4. Select Save.

Generate and send an agreement with an automatic quote attachment

Once the installation is complete and all the configurations are in place, the generated Quote is automatically attached to an agreement and the Recipient for the agreement is the Billing Contact on the CPQ Quote.

To explore and utilize the benefits of Adobe Acrobat Sign and CPQ integration, see Adobe Sign templates.

Follow the steps below to generate an agreement with an automatic quote attachment:

  1. Go to the App Launcher on the Salesforce Lightning page and open Salesforce CPQ.

  2. From the top menu, select Quotes > + New Quote.

    In the New Quote details page that opens, provide the following details:

    • Define the relationship of the quote to the Salesforce Account or Opportunity.
    • Provide other details: payment terms, delivery method, discount, and billing/shipping information.
    • Select Save.
    new-quote

  3. From the top-right corner, select the More Actions () drop-down > Edit Lines.

    It opens the Edit Quote page with no line items.

    quote-edit-lines

  4. To launch the product list, select Add Products.

    edit-quote

  5. From the list, select the products that you want to include in the quote, and then click Select.

    quote-product-selection

    The Edit Quote page loads again, this time showing the line items you have selected.

    This page allows you to edit each line item to alter the quantity or the additional discount fields.

    edit-quote-products-added

  6. Once you verify the line items, select Save.

  7. From the top-right corner, select ▼ drop-down > Include Document.

    quote-include-document

  8. In the Add Additional Document page that opens, select Choose File and select a document that you want to include. Once done, select Save.

    quote-include-doc-add-file

  9. From the top-right corner, select ▼ drop-down > Generate Document.

    quote-generate-document

  10. In the Generate Document page that opens, select the file under Available Content and then select the Add arrow to move the file to the Included Content section.

    generate-document-move-content

    The file appears under the Included Content section.

  11. From the top menu, select Send to Adobe Sign.

    It opens the Quote Document details page. 

    generate-document-send-to-sign

  12. On the Quote Document page that opens, go to the Related tab > Agreement. Select the agreement name and verify the following:

    • The agreement is in the Draft state.
    • Recipients (with Primary Contact), Account, and Opportunity are added.
    • The Agreement Name is the template name provided.
    • The Files section shows the Quote document along with the included document.
  13. Once you confirm all the details, select Preview & Add Signature Fields and then select Next.

    quote-agreement-preview

  14. In the preview mode, add signature fields as required for all the signers and verify the details. Once done, select Send.

    quote-agreement-generated-preview

    Once the agreement is sent successfully, you see a message as shown below. Select Ok to dismiss the screen.

    quote-agreement-sent

    On the Salesforce CPQ page, the agreement status changes to Out for Signature, as shown below.

    quote-agreement-out-for-signature

  1. Launch CPQ from the App Launcher.

  2. To create a new quote template, select the Quote Templates tab. 

    The Quote Template defines the overall layout and style of the quote page: page size, margins, font size, family and color, and more.

  3. Select the Quotes tab and create a new quote with the following details:

    • Define the relationship of the quote to the Salesforce Account or Opportunity.
    • Provide other details: payment terms, delivery method, discount, and billing/shipping information.
    • Select Save.

  4. From the top-right corner, select the More Actions () drop-down > Edit Lines.

    It opens the Edit Quote page with no line items.

  5. To launch the product list, select Add Products.

  6. Select the products that you want to include in the quote from the list, and then click Select.

    The Edit Quote page loads again, this time showing the line items you have selected.

    This page allows you to edit each line item to alter the quantity or the additional discount fields.

  7. Select Save.

  8. To add one or more additional documents to the quote:

    1. From the top-right corner, select the More Actions () drop-down > Include Document.
    2. Select Choose File and browse your local system for the file that you want to include.
    3. After attaching the file, select Save.

  9. From the top-right corner, select More Actions () drop-down > Generate Document.

  10. The quote generates as a document, and the page displays the quote and other included documents. You can now add the available files and re-order them. Once done, select Send to Adobe Sign.

    It automatically attaches the quote and Included Content files to the agreement. The billing contact on the CPQ quote record is imported as the Recipient on the agreement.

    When the agreement is created, you can see it associated to the Salesforce Account and Opportunity (via the Quote configuration) in a Draft status (assuming you have added the agreement object to the Account and Opportunity page layouts).

    Märkus.

    If you are using the Agreement Template lookup, you can configure that template to Auto Send, and the Quote will be sent once generated.

    Attached agreement to SFDC object

    To modify and send the agreement:

    1. Select the Agreement link to open it.
    2. Review the recipient list and attached files, and edit as required.
    3. Select Send.
    Send the Agreement

    Once the agreement is successfully sent, you see a success message as shown below.

Adobe Acrobat Sign Templates

Acrobat Sign templates provide an extensive ability to automate the configuration of the agreement processes, as well as data population to and from agreement forms. 

For details, refer to Field Mapping and Templates guide.

Below is an example configuration with a few options that work specifically well with Salesforce CPQ.

Prefill Agreement fields with Quote field values

You can personalize an agreement by adding values from the Quote Document. To do so:

  1. From the App Launcher, open Adobe Acrobat Sign for Salesforce.

  2. From the top menu, select Agreement Templates > New.

  3. Set the Master Object Type to SBQQ__QuoteDocument__c
    It allows field values from the Quote Document to be mapped into the Agreement. For example, it maps the Quote Document Name to the Agreement Name.

    New Agreement Template for Quotes

  4. Select Save.

  5. Under Related tab, for the Map Data into Agreement Fields section, select New.
    It opens the Add a New Field Mapping page.

    Map new fields

  6. In the Mapping Method pick list, select Master Object Field.

    Select the Mapping Method

  7. Select Next.

  8. To specify the Field Value and Target Field:

    1. From the Select Source Field from Master Object picklist, you can select an option to use as the source of the field value you want to import to the Agreement field. For this example, select Document Name (String).
    2. The Target Agreement Field is the field you want to insert the value into. For this example, use Agreement Name (String).
    3. Select Save.

    As you add mappings to the template, they build a list in the Related tab of the template.

  9. To delete or edit a record, you can open the drop-down menu and select Delete or Edit.

    List of mappings

Add file attachments

You can add a Quote Document to agreements by following a process similar to adding any file attachment to an agreement. When you create an agreement and add a file attachment, it automatically attaches the generated QuoteDocument PDF to the agreement.

Follow the steps below to add a Quote Document to an agreement:

  1. Open the Agreement Template and select the Related tab.

  2. Select Add File Attachments.

    Add File Attachments

  3. Select New.

  4. In the dialog that appears, select Runtime Variable in the File Attachment Type field, and then select Next.

    Note: You can also attach files from the Adobe Sign (Echosign) Library, from the Salesforce Content, from the Library or Master Object.

    Select file attachment type

  5. In the dialog that opens, fill in the Variable Name field with the name as Quote Document and then select Save.

    Note: A Variable name is required because a Runtime variable was selected for the Attachment Type. If you select a library as the Attachment Type, it displays a list of available documents in that library.

    Identify the document

    Like the Field Mappings, a list of attached files for the template builds on the Related tab of the template.

    Listed file attachments

Add Recipients

You can add recipients to the Agreement Template to define a signature flow based on your internal practices. You can simply send the agreement to the customer/signer, or include internal approval steps and counter signatures. When a Quote Document PDF is attached to an agreement, it automatically pulls the Primary Contact for whom the Quote Document was generated.

Follow the steps below to add the primary contact on the quote as a signer using a runtime variable:

  1. Open the Agreement Template and select the Related tab.

  2. Select Add Recipients.

    Add Recipients

  3. Select New.

  4. In the dialog that opens, provide the details as follows:

    • In the Source of Recipient field, select Runtime Variable.
    • Ensure the Recipient Type is Contact.
    • Recipient Role dictates if the Contact will apply a signature. Select Approve or Delegate.
    • Signer Verification dictates if the recipient must use a second-factor authentication.
      • Email - No second factor, email is the sole validation of the recipient's identity.
      • Password - It applies a password to the signing of the document, forcing the password to be entered before the document is viewable.
      • KBA - Knowledge-based Authentication can only be used in the United States, and uses the social security number of the recipient to ask several questions which must be answered before the document is viewable.
      • Social - Social authentication requires the signer to authenticate to a different social application (LinkedIn, Facebook, etc) before presenting the document.
      • Phone - An SMS text is sent to the recipient's phone, and they must then enter the given six-digit number to view the document.
    • Recipient Message provides a private message to the recipient at the time they open the document for signing.
    • Index is the signing order for the recipient.
    • Once done, select Next.

  5. In the dialog that opens, for the Variable Name field, enter PrimaryContact and then select Save.

    The Recipients list appears on the Related tab of the Agreement template, as shown below.

    List of Recipients

Link your Quote Template to your Agreement Template

You can link your Agreement Template to your Quote Template to automate the Agreement when you generate your Quote.

Note: When using the Generate with Adobe Sign option, the agreement template must be set up with the agreement template variable only.

To link the objects:

  1. Ensure that the Agreement Template field is added to your Quote Template page layout. See how to Add the Agreement Template to the Quote Template under the section Configure Quote objects for sending agreements.
  2. Open Salesforce CPQ from the App Launcher.
  3. Select the Quote Templates tab.
  4. Edit the Quote Template that you want to associate with the Agreement Template.
  5. In the Agreement Template field, select the correct Agreement Template.
  6. Select Save.
Select the Agreement Template to link to the Quote template

Märkus.

Before using an Agreement template, you must ensure that:

  • Your Agreement Template is Active.
  • Your Quote Template has a status of Deployed.
Adobe logo

Logige oma kontole sisse