A short product overview describing how DocuSign’s quote generation integrates with Salesforce CPQ Plus to produce customizable, accurate quote documents. The chunk explains converting or creating DocuSign templates (including template conversion from CPQ templates), using data fields and conditional logic to generate variations, and adding a Quote button to Salesforce objects to streamline the quote-to-cash process.
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With DocuSign quote generation, it's easy to create custom, complex quote documents. With Salesforce CPQPlus, sending quotes that are easy to consume eliminates any potential confusion between you and your customers and shortens the quote to cash process. Let's take a look here. All of the products being sold are summarized in an easy to consume view, with pricing broken out by each subscription year. Modifying a product will automatically trigger additional required content that must also be included in the quote, ensuring both accuracy and efficiency. Here are three steps to set up DocuSign quote generation for Salesforce CPQ. First, convert any existing CPQ templates or create new ones. Any pre existing Salesforce CPQ templates can be easily converted to DocuSign templates by leveraging DocuSign's template conversion tool to ensure there are no disruptions to your business. Now you are ready to create new templates. If you are new to CPQ or have additional templates you'd like to create, DocuSign makes it easy. Simply upload an existing template as a starting point and select your data fields Next. Leverage advanced options to customize your quote document. A single template can generate many variations of finalized quotes. These options help to reduce the number of templates to create and maintain. For example, creating a template that includes includes conditional logic is as easy as selecting data fields within the template builder, which will automatically drop anchor text into your template and finally, add the Quote button to a Salesforce object. You can add the Quote button to any object in Salesforce. Here it has been added to the Quote object for reps generating final quotes directly from Salesforce CPQ. Plus leveraging DocuSign's advanced quote generation functionality available with Salesforce CPQ, allows sellers to create customized complex quotes, fast reducing both time and errors throughout the quote to cash lifecycle. To find out more, take our admin trail.
