Download page Configuring Conga Sign for eSignature.
Configuring Conga Sign for eSignature
You can integrate CPQ with eSignature solutions like Conga Sign. Conga Sign provides the ability to send the quote or proposal to the customer to gather signatures.
To Install Conga Sign
You must install the Conga Sign package in your org to use the Conga Sign features. For more information, see Installing Conga Sign Package.
To configure Conga Sign
Once you install the package in the org, you must complete the admin configuration in Conga Sign and set up integration with CPQ Proposal object. For more information, see Configuring Conga Sign.
To edit the layout of the Quote Detail page
After you configure Conga Sign, the Send with Conga Sign button is displayed on the Quote Details page. If the button is not displayed, you must edit the layout of the Quote Details page, and add the button on the header. You can also add Conga Sign Recipient and Conga Sign Transaction History related lists on the Quote Details page.