Go to the Adobe Sign for Salesforce CPQ Connector component package on the Salesforce AppExchange.
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:
- Adobe Sign for Salesforce V 24.0 or higher installed.
- Salesforce CPQ Summer '22 V 238.3 or higher installed.
Note: Salesforce CPQ v 234.4.1 and later include an upgrade that supports advanced agreement generation features using runtime variables.
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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.
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.
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:
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.
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.
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Navigate to the App Launcher and open Adobe Acrobat Sign for Salesforce.
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In the Agreement Template Details page that opens:
- Provide a default Agreement Name.
- Define the Salesforce Object as the Quote Document.
- Select Map data into agreement fields. In the dialog that appears:
- In the Source Type field, select Quote Opportunity (Reference) from the options.
- In the Target Agreement field, select Opportunity (Reference) from the options.
- Select Save.
The Template Details page reflects the mapped data fields, as shown below.
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Under the Attachment tab:
- To add a document to every quote, select Upload Files or drag and drop the file into the Upload field.
- To attach the Quote, select Choose Document Source.
- In the Choose Document Source dialog that opens:
- Select Runtime Variable option.
- In the Add a runtime variable name field, assign the variable name as QuoteDocument.
- Select Add when done.
The attached quote appears as shown below:
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From the App Launcher, select Salesforce CPQ to open the app.
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:
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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.
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From the top-right corner, select the More Actions (▼) drop-down > Edit Lines.
It opens the Edit Quote page with no line items.
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To launch the product list, select Add Products.
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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.
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Once you confirm all the details, select Preview & Add Signature Fields and then select Next.
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In the preview mode, add signature fields as required for all the signers and verify the details. Once done, select Send.
Once the agreement is sent successfully, you see a message as shown below. Select Ok to dismiss the screen.
On the Salesforce CPQ page, the agreement status changes to Out for Signature, as shown below.
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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.
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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.
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From the top-right corner, select the More Actions (▼) drop-down > Edit Lines.
It opens the Edit Quote page with no line items.
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To launch the product list, select Add Products.
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To add one or more additional documents to the quote:
- From the top-right corner, select the More Actions (▼) drop-down > Include Document.
- Select Choose File and browse your local system for the file that you want to include.
- After attaching the file, select Save.
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From the top-right corner, select More Actions (▼) drop-down > Generate Document.
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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).
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.
To modify and send the agreement:
- Select the Agreement link to open it.
- Review the recipient list and attached files, and edit as required.
- Select Send.
Once the agreement is successfully sent, you see a success message as shown below.
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:
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To specify the Field Value and Target Field:
- 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).
- The Target Agreement Field is the field you want to insert the value into. For this example, use Agreement Name (String).
- Select Save.
As you add mappings to the template, they build a list in the Related tab of the template.
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:
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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.
Like the Field Mappings, a list of attached files for the template builds on the Related tab of the template.
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:
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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.
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:
- 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.
- Open Salesforce CPQ from the App Launcher.
- Select the Quote Templates tab.
- Edit the Quote Template that you want to associate with the Agreement Template.
- In the Agreement Template field, select the correct Agreement Template.
- Select Save.
Before using an Agreement template, you must ensure that:
- Your Agreement Template is Active.
- Your Quote Template has a status of Deployed.