Installing OneSpan Sign for Salesforce CPQ

Not all OneSpan Sign features are supported by an integration with this Connector. However, most if not all, features supported by this integration can be found in this Connector's documentation. For questions about a specific feature, please ask in our Forums. If a feature you're looking for is not supported, please let your sales contact know so that an official request can be made.

The following sections describe how to install and configure OneSpan Sign for Salesforce CPQ:

• Prerequisites

• Action

Prerequisites

• OneSpan Sign Embedded Integration for Salesforce must be installed on your system. For instructions, click here.

• Salesforce CPQ must be installed on your system. For more information, click here.

Action

To install and initially configure OneSpan Sign for Salesforce CPQ:

1. Install the OneSpan Sign for Salesforce CPQ application from the AppExchange (click here).

2. Navigate to Setup > Installed Packages.

3. Click the Configure link next to the Salesforce CPQ package.

4. On the page that appears, click the Plugins tab.

5. In the Electronic Signature Plugin field, add the following text: ESLSCPQ.SalesforceCPQInterface

6. Click Save.

7. By doing the following, add the eSignLive Packages related list to the Quote Document page layout:

   1. View the Administer pane.

   2. In the Build section, open the Create folder and click Object.

   3. Search for Quote Document.

   4. Click Quote Document, and scroll to the Page Layouts section.

   5. In that section, click Edit.

   6. Add e-SignLive Packages in the right pane to Related Lists in the left pane.

8. Assign one of the following permission sets to each anticipated user, based on their role:

   • OneSpan Sign for Salesforce CPQ Admin — Permits managing Parameter Mappings between Salesforce CPQ and OneSpan Sign.

   • OneSpan Sign for Salesforce CPQ User — Permits sending documents generated in Salesforce CPQ to OneSpan Sign for signing.