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hulei

May I know how to add docusign date in document template? In the helper page, I can only find name, company and position, https://help.sap.com/docs/SAP_CPQ/f80fbcd4f1c74232839c30ce26886f07/369c784050a041619f7bcbb34089cbe8.html?version=2011If we want ...

hulei

When setting up promotion, we can choose the type to be 'Scripts'. Is it possible to get current promotion ID or Name in the script? Thanks.

hulei

We are integrating CPQ to Salesforce with reference to this page, Salesforce Integration Instructions - SAP Help Portal, with our own naming conventions, e.g. salesforce quote object (custom_quote__c), quote id (custom_quote_id__c), quote owner id (c...

hulei

In our environment, we have some workflow action which is available if an approval is required, by condition <* ApprovalRequired *>. However, we notice that the action doesn't auto show up when user make some changes in Product Configuration tab and ...

hulei

In some contract, we may require user to sign multiple times to proceed. How to do it in the docusign template? Thanks. I couldn't find this information in integration guide, SAP CPQ Side - SAP Help Portal

hulei

Hi yoganandamuthaiah,Is it possible to have a tag for docusign date, same as name of the signer?Thanks & regards,Hulei

hulei

Hi yoganandamuthaiah,Thank you for sharing the information. After studying the blog page and CPQ documentation, there seems to be two ways to use docusign in SAP CPQ:When signature placeholder is not in the document template, customer can drag signa...

hulei

Hi Yogananda,Thank you. After some checking, another way might be to use Quote.RefreshActions(), which can refresh available actions on the quote.Best regards,Hulei

hulei

Hi Yogananda,I know that we can customize labels of actions. Do you mean that we can customize visibility of it also, e.g. to make it visible when approval is required? Any example for that?Thanks,Hulei

hulei

Hi Yogananda,Yes, the notification message works as expected. Our issue is on a workflow action which is controlled by <* ApprovalRequired *>. The expectation is it will show up whenever an approval is required. But from the testing, we need to go to...

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How to add docusign date and other fields to document template

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Workflow actions controlled by <* ApprovalRequired *> is not auto shown up

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Re: How to add docusign date and other fields to document template

Re: How to add docusign date and other fields to document template

Re: Workflow actions controlled by <* ApprovalRequired *> is not auto shown up

Re: Workflow actions controlled by <* ApprovalRequired *> is not auto shown up

Re: Workflow actions controlled by <* ApprovalRequired *> is not auto shown up