Integrating DocuSign for eSignatures

Prior to the development of eSignatures, a sales rep would email a quote template to customers, which would then be printed by the customer to sign before returning. Today, using eSignatures is becoming the standard way quotes are signed by customers. However, Salesforce CPQ allows automating this process by integrating with third-party tools such as DocuSign. These tools can be used to directly email the quote document to customers, which can then be signed electronically. Then, the documents can be saved in Salesforce objects. Both administrators and customers can save time by using these integrations. So, let's learn how DocuSign can be integrated with Salesforce CPQ.

Your administrator can create a case with Salesforce support for the installation of the DocuSign package. The DocuSign for Salesforce CPQ package uses the SBQQDS namespace. The DocuSign for Salesforce plugin requires the DocuSign Business Pro edition. To install DocuSign...