The Adobe Sign for Salesforce CPQ Connector inserts a button into your CPQ quotes that generates an agreement, and automatically attaches the quote to it, ready to be sent for signature.
4. When prompted, select which environment to install into, Production or Sandbox
5. Review the installation information and terms and conditions:
6. When prompted to log in to your Salesforce organization, enter the Username and Password then click Log in to Salesforce.
7. When the Install Adobe Sign page displays
1. Once the installation is completed, navigate to Setup > Platform Tools > Apps > Installed Packages
2. Click the Configure link for the Salesforce CPQ package
3. Select the Plugins tab
4. In the Electronic Signature Plugin field, enter the value: ASSFCPQ.AdobeSignElectronicSignaturePlugin
5. Click Save
And you are done configuring the plugin!
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.
To add the Agreement list object:
When configured, the Agreement associated with the Quote can be found on the Related tab of the Quote Document
To add the Agreement field to the Quote Template:
Once the lookup field is applied to the page layout, you can associate your quote templates with any agreement templates, gaining the benefit of the signature flows, attached documents, and data/merge mappings that agreement templates bring.
Once the installation is completed, take a moment to verify that the objects are working properly.
The following process describes the default functionality, where the generated quote is automatically attached to the agreement, and the Recipient for the agreement is the Billing Contact on the CPQ Quote.
Admins that want to leverage the full power of the Adobe Sign/CPQ integration will want to explore everything that Adobe Sign templates offer.
1. Launch CPQ from the App Launcher
2. Click the Quote Templates tab and create a new template (if one doesn't exist that you want to use)
3. Click on the Quotes tab and create a new quote
4. Click the More Actions (▼) icon on the far right
The Edit Quote page loads with no line items.
5. Click Add Products, which launches the product list
6. Select each product you want included in the quote from the list
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. Click Save when the line items are ready
If you would like to add one or more additional documents to the quote:
8. Click the More Actions (▼) icon on the far right
9. Click the More Actions (▼) icon on the far right
10. The quote generates as a document, and the page refreshes to show the quote and any other included documents that you have made available.
When the agreement has been 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).
Note: If you are using the Agreement Template lookup, you can configure that template to Auto Send, and the Quote will be sent once generated.
The agreement will process for a short time, and then present a Successful send page:
As the Agreement progresses through the signature cycle, the Agreement status automatically updates the Quote status:
Adobe Sign templates are powerful and have extensive ability to automate configuration of the agreement processes, as well as data population to and from agreement forms. For a full review of these abilities, check out the Field Mapping and Templates guide.
Below is an example configuration with a few options that work specifically well with Salesforce CPQ, and are well worth your time to consider.
Personalizing the Agreement starts with adding values from the Quote Document to the Agreement.
The Add a New Field Mapping page opens:
Step 2 : Specify the Field Value and Target Field:
As you add mappings to the template, they build a list in the Related tab of the template.
To the far right of each record is a action arrow that opens a pick list to either Delete or Edit the mapping.
Adding files to agreements is pretty common. You will want to add at least the Quote Document, but other files can be attached by this same process.
This example attaches the Quote Document:
Step 2: Specify the File Attachment opens:
Because a Runtime variable was selected for the Attachment Type, a Variable Name is required:
Like the Field Mappings, a list of attached files for the template builds on the Related tab of the template.
Adding recipients to the Agreement Template allows you to define a signature flow based on your internal practices.
This can be as simple as just sending the agreement to the customer/signer, or as complex as including internal approval steps and counter signatures.
This example adds the primary contact on the quote as a signer using a runtime variable:
The Step 2: Specify the Recipient page opens:
Just like the previous lists, the Recipients list on the Related tab of the Agreement template:
Linking your Agreement Template to your Quote Template enables the automation of the Agreement when you generate your Quote.
To link the objects:
Before your first use, ensure that: