Navigate to: Setup > Objects and Fields > Object Manager.
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.
You must have:
Note: Salesforce CPQ v 234.4.1 and later include an upgrade that supports advanced agreement generation features using runtime variables.
4. When prompted, select the installation environment: 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 select Log in to Salesforce.
7. In the page that appears, select Install for All Users and then select Install.
Once you install Adobe Sign for Salesforce CPQ version 1.4 or later, follow the below steps to install the button to generate quote and automatically attach it to an agreement:
To automatically attach a quote to an agreement ready to send, you must create a default template for the Agreement and the Quote.
The below configuration is a basic template to attach the quote and make the agreement ready. Additional options can be found in the Templates section.
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.
Navigate to the App Launcher and open Adobe Sign for Salesforce.
In the agreement template configuration page that opens:
The resulting page appears as shown below:
Navigate to the App Launcher and open Salesforce CPQ.
Once the installation is complete, 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.
To explore and utilize the benefits of Adobe Acrobat Sign and CPQ integration, see Adobe Sign templates.
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.
Select the Quotes tab and create a new quote with the following details:
From the top-right corner, select the More Actions (▼) drop-down > Edit Lines.
It opens the Edit Quote page with no line items.
To launch the product list, select Add Products.
From the top-right corner, select the More Actions (▼) drop-down > Generate Adobe Sign.
To produce the Quote Document, select Generate.
Note: Before generating the Quote Document, ensure that the Output format is PDF.
After the generation process, the agreement opens in Draft status. To add additional documents, select Add Files or drag and drop a file from your desktop into the Files field.
If you are using the Agreement Template lookup, you can configure the template to Auto Send, and the Quote will be sent automatically once generated.
To send the quote to the recipient, select Send.
Once the agreement is sent successfully, you see a message as shown below.
As the Agreement progresses through the signature cycle, the Agreement status automatically updates the Quote status:
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.
Select the Quotes tab and create a new quote with the following details:
From the top-right corner, select the More Actions (▼) drop-down > Edit Lines.
It opens the Edit Quote page with no line items.
To launch the product list, select Add Products.
To add one or more additional documents to the quote:
From the top-right corner, select More Actions (▼) drop-down > Generate Document.
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).
If you are using the Agreement Template lookup, you can configure that template to Auto Send, and the Quote will be sent once generated.
To modify and send the agreement:
Once the agreement is successfully sent, you see a success message as shown below.
Adobe Sign templates are powerful and have extensive ability to automate the configuration of the agreement processes, as well as data population to and from agreement forms. For a full review of these abilities, refer to Field Mapping and Templates guide.
Below is an example configuration with a few options that work specifically well with Salesforce CPQ.
You can personalize an agreement by adding values from the Quote Document. To do so:
9. To 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.
10. To delete or edit a record, you can open the drop-down menu and select Delete or Edit.
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:
In the dialog that opens, enter Quote Document in the Variable Name field, 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.
Like the Field Mappings, a list of attached files for the template builds on the Related tab of the template.
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:
In the dialog that opens, provide the details as follows:
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:
Before using an Agreement template, ensure that:
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