Sending Quotes for Signature with Salesforce CPQ

Once you install and configure Sertifi for Salesforce CPQ, you can send your quotes for signature. The following workflow example assumes that you enabled Sertifi for Salesforce CPQ on the Quotes object. This is the recommended setup.

To send quotes for signature:

  1. Navigate to the Quotes tab.
  2. Click the name of the quote you want to send for signature.
  3. Click Preview Document to view your quote and check for any inaccuracies.
  4. Click Generate Document to generate the quote document for signature. The Generate Document Screen appears.

    5. quotes object

  5. Click Send to Sertifi for Signature. The Sertifi wizard opens.
  6. Enter a folder name for your quote document.
  7. (Optional) Enter an email message to appear in the email sent to your signer with the quote.
  8. (Optional) Select an expiration date for when the quote should expire.
  9. Add your signers:
    • Add a signer from Contact by clicking if your signer is already a contact in your Salesforce org.
    • Add a signer as Email Address if your signer isn't already a contact in your Salesforce org.

      • sending wizard

  10. Click Add Participant.
  1. (Optional) Select the next level signer (from 2 - 10) from the dropdown, and enter in all the participants you need. You can add multiple participants at each signer level, so if you need two first-level signers, you can add them both as 1st signer.

    2. If you add multiple signer levels to your folder, note that the second signer through tenth signer can't sign the document until the signer before them signs. For example, a second signer can't sign a document until all first signers sign and submit the document.

  1. (Optional) Select Carbon Copy from the dropdown to add a Carbon Copy recipient to the file.
  1. Click Next.
  2. (Optional) Click Preview/Prefill Document to review the quote and see where the signature fields are. For more information, see Document Editor.
  3. (Optional) Add additional documents to your quote by clicking Choose File. Files must be 4MB or smaller.

    4. final sending wizard

  1. Click Send for Signature. Your quote is sent to your signers for review and signature.