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CPQ and DocuSign Integration: 19 Hits
t create DocuSign Developers account. Follow next link: [[https://www.docusign.com/developer-center/quick-start/first-api-call|DocuSign Developer Link]] for instructions on how to create an account. You w... article. ==== DocuSign time out ==== Clicking on link received through email, DocuSign recepient token ... ction is triggered. Once the signer clicks on the link received through an email, they will be informed
Communication Links: 17 Hits
There is a possibility to customize collaboration link that each user sees among header links on CPQ cli... . Image below shows the place where collaboration link appears in CPQ: {{ generalsettings:collaboration... } Each User Class can have its own collaboration link. Refer to [[adminhelp:usersadministration:usercla... that page, administrator can add one customizable link per each user class, plus a default link for user
Formatting Syntax: 13 Hits
le.com or simply www.google.com - You can set the link text as well: [[http://www.google.com|This Link p... ogle.com or simply www.google.com - You can set link text as well: [[http://www.google.com|This Link p... ve a [[pagename]] or use an additional [[pagename|link text]]. Internal links are created by using sq... a [[pagename]] or use an additional [[pagename|link text]]. [[doku>pagename|Wiki pagenames]] are con
Integration Setup on the CPQ Side: 10 Hits
Query Interface PDF file}} by right-clicking the link and selecting **Save link as**. * **Endpoint t... Update Interface PDF file}} by right-clicking the link and selecting **Save link as**. * **Endpoint th... eation Interface PDF file}} by right-clicking the link and selecting **Save link as**. * **Endpoint th... eation Interface PDF file}} by right-clicking the link and selecting **Save link as**. * **Endpoint th
Managing Quote Templates by Local Administrator: 9 Hits
t can be uploaded by clicking on add new document link. Template can have one to many file revisions, b... until administrator explicitly click on Activate link. This can be useful when you upload a new docume... ilable to users. Each file revision has download link and preview link. Download link is used to download that file revision. Preview link is used to Preview what generated document will look like. It
Managing Quote Templates: 9 Hits
n be uploaded by clicking on **Add New** document link. Template can have one to many file revisions, bu... until administrator explicitly clicks on Activate link. This can be useful when uploading a new document... ailable to users. Each file revision has download link and preview link. Download link is used to download that file revision. Preview link is used to Preview what generated document will look like. When
Federated Single Sign-On: 9 Hits
to which CPQ is connected. \\ The method’s result link contains a Federation URL segment. This is the sa... erationRouting web method. \\ The method’s result link contains a Federation URL segment. This is the sa... on URL’s Under Federation ===== The PDA approval link and the quote link that CPQ sends within email no... l need to sign on over the Federation. === Quote link notification tag: <*QUOTELINK*> === * Clas
Netsuite Integration With CPQ: 8 Hits
OSuitelet.js** JavaScript file from the following link (.js file is zipped): {{:adminhelp:crmintegration... pts**, find your script and click on //**view**// link //(See Figure 4)// {{ :adminhelp:crmintegrations... rner click on **Customize** -> //Customize Form// link //(See Figure 5.2)//. \\ {{ :adminhelp:crmintegr... wnload OpportunityInit.js file from the following link (.js file iz zipped): {{:adminhelp:crmintegration
Load Existing Quotes: 7 Hits
convenient way is through the **Existing Quotes** link at the top of the page or by clicking the **Load ... default tab will be displayed.\\ ===== Clickable link for edit action ===== Users can easy access to t... to display quotation number will be displayed as link. When user clicks on this link, ‘Edit’ action wil... er’ and ‘Product Name’,entry will be displayed as link if there is an ‘Edit Item’ action available for t
What to delete vs. not delete: 7 Hits
d customers.. To access Bulk Deletion, choose the link from under the Quotes admin menu, this displays t... To access this section select the **Attributes** link under the **Products Catalog** admin menu. This d... ==== The [[adminhelp:workflowapprovals:statuses]] link under **Workflow/Approval** provides information ... p:workflowapprovals:notifications:notifications]] link under the **Workflow/Approval** drop down menu.\\
CRM Integration Use: 6 Hits
create a new quote in CPQ by clicking the custom link. This link may be named differently. Ask your administrator if you are unsure which link to use. \\ {{ Wiki::staringfromcrmb2.png }} ;#;//Figure B - Opening CPQ//;#; \\ Clicking the link will open CPQ within the same window. If this is the f... ded by reopening the opportunity and clicking the link that opens up CPQ again. User is then logged in
User Mappings: 6 Hits
into the CRM then accesses CPQ through the custom link created in the opportunity, they are asked to log... he future when they access CPQ through the custom link in the opportunity, they are not asked to log int... ing admin section can be accessed by clicking the link under the **CRM Integration Setup** admin menu. ... the next time they access CPQ through the custom link created in the opportunity. \\ To edit a mapping
CPQ and AdobeSign® Integration: 6 Hits
ction is triggered. Once the signer clicks on the link received through an email, they will be informed ... y or not. If you select this option, the document link is sent to only one signer - the first in the list. As soon as they sign, the document link is sent to the next signer. If the first signer rejects ... terminated, so next signers will not recieve the link.\\ \\ To send document to signer(s), click **Sen
Customer Quote Collaboration and Acceptance: 6 Hits
ales people to send an email to a customer with a link taking them to a quote (customer does not have to... , which can assist with timing their follow up. Link to the proposal that is sent to the customer cont... ocument on cart** Web users that will follow the link to the proposal will inherit the permissions from... ermine what will be displayed when user clicks on link in email. * Show Generated Document On View Pro
Top menu: 3 Hits
Top menu: 3 Hits
General: 2 Hits
Categories: 2 Hits
SFDC Details: 2 Hits
User Page: 2 Hits
CRM Objects: 2 Hits
Favorites: 2 Hits
Markets: 1 Hits
CRM Quote: 1 Hits
Email Lists: 1 Hits
DRILLDOWN: 1 Hits
SFDC Details: 1 Hits
Rules Admin: 1 Hits
Attributes: 1 Hits
Security: 1 Hits
Editing: 1 Hits
Statuses: 1 Hits
Sequences: 1 Hits
Tabs: 1 Hits
sidebar: 1 Hits
sidebar: 1 Hits
Reports: 1 Hits
Enablement: 1 Hits
Quote Layout: 1 Hits
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