Connect CPQ Quote Document Fields to DocuSign
- From your DocuSign account, go to your user profile and select Go toAdmin.
- From Integrations sidebar, select Connect.
- On the Salesforce connection sidebar, select Actions, and then select Edit.
- Select your quote document object.
- Go to the Select Where section and match the Salesforce.com field Envelope Id (string) with the DocuSign field Envelope ID.
- Go to the Update Fields section and match other Salesforce.com fields with DocuSign fields as needed.
- Save your changes.