Using the Sertifi Salesforce integration and CPQ extension package, you can work directly within Salesforce to send, sign, and track contracts and quotes, and collect secure customer payments. To successfully run Sertifi for Salesforce CPQ, you must complete the following phases:
- Install and configure the Sertifi for Salesforce app. Ensure that you configure the LinkObjectType and Link Object Field custom settings in the Sertifi for Salesforce app for the CPQ extension package to work properly.
- Install and configure Salesforce CPQ. See Salesforce CPQ.
- Install and configure the Sertifi for Salesforce CPQ extension package.
If you experience any issues during your setup or run into any errors, submit a support ticket to Sertifi so we can help.
Once these phases are complete. you can then send quotes for signature and payment using the Sertifi for Salesforce CPQ workflow.
If you’ve already installed and configured the Sertifi app and Salesforce CPQ, you can skip ahead to installing and configuring the Sertifi for Salesforce CPQ extension package.
Installation typically takes at least 60 minutes to complete. If you prefer, Sertifi can complete a majority of the installation on your behalf, which can drastically reduce installation time from 60 minutes to 10. For more information, see Sertifi for Salesforce CPQ Quick Install.