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1. What is DocuSign, and why integrate it with Salesforce CPQ?
DocuSign is used to send, sign, and manage documents electronically. Salesforce CPQ. It is a tool that helps businesses quickly create quotes, pricing, and contracts for their sales.
By integrating DocuSign with Salesforce CPQ:
- You automate the signing process.
- Reduce manual work (no more printing, scanning, or emailing).
- Improve security and speed up deal closures.
2.What are the prerequisites for integrating DocuSign with Salesforce CPQ?
1.Salesforce CPQ Setup:
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- Ensure you have Salesforce CPQ installed and configured in your Salesforce org.
2.Enable My Domain in Salesforce to use DocuSign integration. To enable:
Go to Setup > Quick Find > My Domain under Company Settings. Set a unique domain name, check availability, and register the domain.
3. How do you install and configure the DocuSign package in Salesforce?
Create a DocuSign account at DocuSign Developer.
- You will be seeing below screen once you login to DocuSign account
Install the DocuSign eSignature for Salesforce CPQ managed package in Salesforce.
Visit AppExchange
Select DocuSign E-Signature for Salesforce.
During installation, choose Install for All Users or Install for Admins Only according to your need.
Approve Third-Party Access
DocuSign will be successfully installed
4.How to create a DocuSign Envelope Template in Salesforce?
An Envelope Template in DocuSign defines a document template that includes the structure, fields, and settings for the documents you want to send for signatures.
Create a New Envelope Template:
Click on DocuSign Envelope Templates. Click New to create a new template.
Name the template (e.g, NDA) and select the data source object (e.g., Opportunity).
Upload the document you want to use as a template.
Click Next.
Define who will receive the document for signing. For example, use the Opportunity Owner field.
Set the action (e.g: “Needs to Sign”) for each recipient.
Define Merge Fields:
Merge fields allow you to pull data from Salesforce records into the document. For example, use Opportunity.AccountName to display the account name in the document.
Place Fields on the Document:
Drag and drop the merge fields onto the document where they should appear.
Add standard fields like Signature, Date Signed, etc., where needed.
Set Options:
Configure options like automatic reminders, document write-back, and sending behavior (e.g., Quick Send, Place Fields, Send Now).
Set field Updates Option
Add a Custom Button
Create a custom button (e.g., “Send Agreement”) that appears on the Opportunity page layout to trigger sending the document.
5.Scenario is that if Envelope is Completed then Update the field to Closed Won. How to achieve that?
Under the Options bar:
There is Field Update, you need to put Envelope event, Field Name and Field Update
6.What are custom tags and how do you create a custom tag in DocuSign for Salesforce?
Custom tags are special labels or fields that you create to add extra information to documents in DocuSign.
For example, if you’re sending a contract through DocuSign and you want the recipient to see their name or the date they need to sign, you can create a custom tag for that. These tags help make documents more personalized and ensure all necessary information is filled in correctly.
To create a custom tag in DocuSign for Salesforce:
Go to the DocuSign App within Salesforce. Select Custom Tags.
Click on Create New Tag. Provide a name for the custom tag and select the related Salesforce object such as Contact.
Choose the specific fields (such as Account ID or Email) that should be included in the tag.
Set the properties for the tag, such as making it read-only or shared.
Save the custom tag, which can now be added to documents sent for digital signature.
7. What is an Anchor tag in DocuSign?
An anchor tag in DocuSign is a special placeholder in a document that automatically marks where certain actions, like signatures, initials, or dates, should appear.
Automatic Anchor Text is a feature that uses specific words or phrases (like placeholders) in a document to indicate where these actions need to be taken by the recipients. For example, if you add the text Signer 1 Signature in your document, DocuSign will recognize this text and automatically place a signature box at that spot for the person assigned the Signer 1 role.
How can you track the status of a DocuSign document in Salesforce?
The status of a DocuSign document can be tracked in Salesforce under the “DocuSign Status” field associated with the record (such as a Contact or Account). Once the document is sent, you can monitor its status, such as Sent Signed or Completed.
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