You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Does CPQ Docusign Integration support In person signing of documents?

edited Sep 26, 2024 6:51AM in Configure Price Quote 3 comments

Summary:

Hi,

We've integrated CPQ with Docusign and when the user submits the document for signature, an email notification is sent to signer in the order of recipients defined on the quote.

Wanted to know if CPQ Docusign integration also supports In person signing of documents? In case the Sales Rep is meeting with customer in person. Sales Rep can pass control of the signing session to customer, the customer then signs the document and then the Sales Rep takes control of the signing session back and signs the document. Basically, the way it works in Salesforce when integrated with Docusign.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!