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Configuring Sertifi for CPQ — Classic

Julie Kirtley
Configuring Sertifi for CPQ

To properly configure Sertifi for CPQ:

  1. Navigate to the Installed Packages page, either by clicking Done after installation, or by entering and then selecting Installed Packages in the Quick Find search bar.

  2. Click Configure next to Salesforce CPQ.

  3. Click Plugins.

  4. Enter sertificpq.ESPlugin in the Electronic Signature Plugin field.

    SCR_ElectronicSignaturePlugin.png

  5. Click Save.

You’ve now configured Sertifi for CPQ.

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