The Plugins tab
Using this tab, we can link optional third-party plugins. These plugins help extend the CPQ features and integrate the package with third-party tools.
Important Note
Plugins require either APEX or JavaScript skills.
Let's learn about a few important configurations in the Plugins tab:
- Electronic Signature Plug-in: This will integrate Salesforce with electronic signature plugins, which can be used to e-sign a quote document automatically. The e-signature tool will have instructions for how to fill in this detail.
- Quote Calculator Plug-in (QCP): This feature extends the Salesforce CPQ quote calculator by adding a JavaScript quote calculator plugin. Never use the legacy calculator as it is no longer supported by Salesforce.
- Additional functionalities can be added to the QLE with custom JavaScript code. Certain third-party AppExchange applications such as Vertex will provide the QCP to integrate with CPQ. You can refer to the Salesforce...