![]() To do this, go to Setup > Installed Packages > Configure on Salesforce CPQ.įind the Plugins section and fill the Electronic Signature Plugin with “pandadoccpq.PandaDocElectronicSignaturePlugin”. ![]() If you plan to send CPQ Quote documents within PandaDoc using PDF mode, we recommend you perform the following step to enable redirecting to the document in PandaDoc once a CPQ Quote document has been created. Configure PDF package to use PDF mode (optional).Paste copied text to the “Remote Site URL” section.Open Setup > Remote Site Settings > find and choose “UI_API” > click “edit”.Scroll down to the “Remote Site Setting URL” section, then copy the URL.Scroll to the bottom and select “show” next to Advanced Settings.Open the PandaDoc Setup page via App Launcher.Set document value on CPQ quote documents to Quote Net Amount Update Quote status when a PandaDoc document's status changes Update Opportunity when a Quote's status changes ![]()
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