The sales process of any organization is outshone based on the procedure that is being followed for Preparing, Sending, Signing, receiving the signed documents, and then managing those documents.
If this entire process is being done manually or is paper-based or sometimes not fully integrated with Salesforce in any organization, the expenditure of the organization increases.
By integrating Salesforce with ‘DocuSign for Salesforce CPQ’ this entire process can be handled in a convenient way. We can send emails, sign electronically, and then mail back for document agreements from anywhere and everywhere we want. The need for electronic signatures is flourishing all over the globe, they are renewing business processes and therefore accelerates the sales process and saves time as well as money. ‘DocuSign for Salesforce CPQ’ is the easiest, fastest, and most secure way to send, track, and store documents within Salesforce. CPQ integrates with the DocuSign plugin.
Steps to be followed:
Install the DocuSign for Salesforce CPQ package into your Salesforce org in which Salesforce CPQ is already installed.
Now you can associate it with a DocuSign account. If you don’t have an account you can create one for demo purpose using this link.
Follow below steps to connect Salesforce CPQ with DocuSign
Configurations required in Salesforce:
- Go to Setup, in Quick Find box enter ‘Custom Setting’, then go to Custom Settings.
- Click Manage for ‘DocuSign for Salesforce CPQ Settings’, then click New and enter the following details:
- Your DocuSign Account ID (To get your DocuSign Account ID to click on the Profile Icon on Right Top in your DocuSign Account).
- Make Batch Size as 5
- In Endpoint: add your DocuSign Account’s base URL and append it with ‘/restapi/v2′.
For Example – ‘https://demo.docusign.net/restapi/v2’
Go to Setup, in Quick Find box enter ‘Remote Site Setting’, then go to Remote Site Setting.
- If your remote site has your base URL as your Remote Site URL then skip this step, otherwise
- Click new and add your base URL (same as you have added above in Endpoint) as remote site URL and mark Active checkbox as ‘True’.
In Quick Find box enter ‘Installed Packages’, click on Configure for Salesforce CPQ Package, go to plugins tab, and in Electronic Signature Plugin enter ‘SBQQDS.DocusignPlugin’.
Configurations required in DocuSign:
- Click the Admin tab ->Click connect in left panel->Click Add configuration button and Select Salesforce.
- Add the login credentials of the Salesforce Org you want to connect with DocuSign in the pop-up.
To Provide sales users access to DocuSign:
- Go to DocuSign Admin Tab in Salesforce ->Click Users tab below it-> Select the user you want to give access->Click Add User.
Some additional changes to be done on the Quote Template Object:
On your Quote Template page layout:
- Add the DocuSign Recipients related list.
- Add a field called ‘DocuSign Template ID’
- In this Field add the value of ID, you will get this value from your DocuSign Account open the template you added in DocuSign ->hover on the icon placed just near your template name. Copy the Template ID and paste it in the field.
- Add a new DocuSign Recipient, Give the Recipient a unique Role Name and Role Type.
- Save your Record.
- After acquiring a successful connection, you can go under the connect object section and add ‘Quote Document’, make it as Active.
- Map the desired fields of this object with the DocuSign Fields.
Now, Sales Rep can send documents for signature to customers.