Creating a Customized Button

Clicking that button:

1. Saves the current Salesforce CPQ document.

2. Sends that document to OneSpan Sign for signing.

In the following screen capture, that custom button's label says Save & Send with eSignLive.

The following procedure describes how to configure the eSignLive button for Salesforce CPQ Quote Templates. The button will appear on the Generate Document page of all Quote Documents created with the Quote Templates.

Prerequisites

• You are an OneSpan Sign for Salesforce CPQ Admin.

Action

To configure the eSignLive button for Salesforce CPQ Quote Templates:

1. Click the Configuration tab in OneSpan Sign for Salesforce CPQ. A list of your Salesforce CPQ Quote Templates appears.

   

2. Click the Quote Template you'd like to configure. The following Parameter Mapping screen appears:

   

   Clicking the down arrow on the PARAMETER list displays multiple parameters. To view a complete list of the parameters and their descriptions: (1) click the eSignLive Admin tab of the OneSpan Sign Embedded Integration for Salesforce application; (2) click the Instructions sub-tab; (3) click the Custom Button link.

3. By doing the following, customize the eSignLive button with appropriate Parameter Mappings between Salesforce CPQ and OneSpan Sign:

   1. Select a suitable parameter from the PARAMETER drop-down list.

   2. Select one of the following mapping types from the TYPE drop-down list:

      • Static: Choose this type if the parameter's value will be static text.

      • Reference: Choose this type if the parameter's value will be imported from a Salesforce field. If this type is selected, a magnifying glass appears in the VALUE text box. Click that glass to open a screen that you can use to select the Salesforce field from which the parameter's value will be imported.

        

   3. Click Add. The parameter you've added now appears in the Parameter Mapping.

   4. Repeat Steps 3a-3c to add any other desired parameters. The following screen capture displays a fully configured Quote Template that has all the parameters needed to automatically prepare and send a document for signing by OneSpan Sign:

      

   5. Once your Parameter Mappings are complete, test them by opening Salesforce CPQ . On the Generate Document page of a Quote Document created with the configured Quote Template, you should see a Save & Send with eSignLive button. When clicked, that button should: (1) save the current Salesforce CPQ document; (2) send that document to OneSpan Sign for signing.