Customizing your settings for Salesforce CPQ

Enter Settings in this field. If you’re installing Sertifi on more than one object, use different names on subsequent setting records.

Enter your Sertifi API Code in this field.

Select this field to enable senders to preview or prefill documents when sending. Deselect to prevent senders from editing documents before sending.

Enter or specify an alternate API endpoint for your integration in this field. This field is most commonly used to connect Sertifi to sandbox environments.

Add text to this field to append the text you enter to all of your folder names.

Select this field to create a PDF certificate of the activity taken on a document.

Select this field to create a copy of the signed document, and automatically attaches it to the Notes & Attachments section of the Sertifi record.

Select this field to create a copy of the signed document, and automatically attaches it o the Notes & Attachments section of the Sending object. It’s important to note that selecting this field takes up storage space.

Enter an email address in this field to add the email address as the default carbon copy for all Sertifi files.

Select this field to enable the adding of attachments in Conga templates from the Sertifi Sending wizard.

Select this field to merge sent documents into one view for the signer. You must also enable this setting in your Sertifi backend portal.

Select this field to enable the GMT time stamp in the activity log for your files.

Enter information for custom fields to collect data in the signature box on your documents. You can enter the name of the data you want to collect, like Title, to always have a field where the signer enters their title on the signature box. If you don’t need custom fields, leave the placeholder name in the field.

Enter a number in this field to set the expiration date for so many days after the creation date of a document.

Select an option in this field to determine the default sign type when you create requests. You can select:

• Print,Sign,Fax – requires a physical signature and faxed document.

• Electronically – requires an electronic signature on the document.

• Either Electronically or Print,Sign,Fax – gives the signer the option.

Enter the name of the Salesforce folder that contains the library of documents you want to use for signature requests. If you enable this field, you must also enable ShowSFFolderSelect.

Enter text to enable a default message that appears in the invite email and on the landing page for a document.

Enter a comma separated list in this field of group names that signers can select during the sending process. If you want to create email groups, contact Sertifi.

Select this field to automatically invite the signer to a document once you click Send. Deselect this field to stop the automatic email.

Enter the object name in this field where you want to run the Sertifi application from. Enter the API code for the Quote object: SBQQ__Quote__c

Select this field to hide the signer’s email address on the signing page and signed documents.

Select this field to enable data merging to and from signature documents.

Select this field to display the option for the sender to automatically apply their signature to a document when sending. You must assign a sender as a signer for this field to work.

Select this field to show a personalized message to the signers. Deselect this field to hide the message.

Select this field to show the file expiration date when you send a request. Deselect this field to hide the expiration date of the file.

Select this field to show the ability for the sender to upload documents from their hard drive. Deselect this field to hide this option.

Select this field to provide the sender to send the invite email when they click Send or at a later time.

Select this field to provide the sender the ability to set a password for access to the file.

Select this field to enable the payment request interface. If you want to enable this field, contact Sertifi to enable payments for your account.

Select this field to enable the authorization only payment option.

Select this field to show the ability for the sender to upload documents from the Notes & Attachments section of the sending record when creating a request. Deselect this field to hide the option.

Select this field to enable the ability for the sender to upload documents from the Salesforce folder you specify in the Document Folder Library ID field.

Select this field to add participants by their email address without creating contact records first.

Select this field to turn on the contact lookup option for adding participants to requests. Deselect to turn off this option.

Select this field to enable senders to select an alternate language for the signing process. If you want to enable this field, contact Sertifi to enable language options for your account.

Enable when using Opera Deposit Push through Salesforce.

Select this field to give senders the option to change the default sign type you select in the Default Sign Method field.

Enter text to assign labels for the different signer levels your company uses. By default, this field is populated with:

• 1st Signer-1
• 2nd Signer-2
• Carbon Copy-0

To use other labels, simply update the text in this field. You can also enter up to 10 signer levels by entering each level of signer after the signer name.

Enter text here only if you’re using a custom integration that needs to connect to Sertifi updates to trigger custom code. Enter the name of your Apex Class in this field.

Select this field to push Sertifi activities into Salesforce Chatter.

Select this field to combine all uploaded documents in a folder into one document. If you want to enable this feature, contact Sertifi.

Enter an email address in this field to add a default 1st level signer for all Sertifi files.