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Last Updated: 2025-09-19
Steps: Set Up Quote Document Integration for Contract Management

Steps: Set Up Quote Document Integration for Contract Management

You can use this integration to streamline the e-signature process by automatically appending CPQ-generated quote PDFs to the primary contract document in Contract Lifecycle Management. The combined document (contract + quote PDF) is then included in the e-signature package, ensuring the quote is legally binding. After signing, Contract Lifecycle Management stores the complete document in the post-signature repository where it becomes searchable, previewable, and available for AI-powered data extraction.
  1. In Contract Lifecycle Management, define the quote document field.
    1. Click
      Workflow
      .
    2. Select a workflow.
    3. Click
      Add Field
      .
    4. Click
      Custom Field
      .
    5. Select
      Attachments
      .
    6. On the
      Form
       tab of the workflow, click
      Add Question
      .
    7. Select the field.
    8. From the
      Allow users to attach
      menu, select
      One attachment
      .
    9. Select the
      Settings
       tab of the workflow.
    10. In the
      Append a Document to the Contract
       section, select the attachment field you just created.
    11. Click
      Publish
      .
  2. In Salesforce, map the intake form.
    1. Access the
      Evisort Admin
       page from the App Launcher.
    2. Navigate to
      Map Intake Forms
       and click
      Pull from Evisort
       if you don't see your workflow listed.
    3. Click
      Map New Intake Form
       if this is the first time mapping this workflow. Otherwise, click the arrow next to the workflow and select
      Edit
      .
    4. In the mapping form, select the correct workflow and set the Salesforce Object to
      Opportunity
      .
    5. Locate the Evisort field for the quote, click the dropdown, and select
      Add Relationship
      .
    6. Enter
      SBQQ__R00N700000029COgEAM__r i
       in the text box that appears.
  3. In Salesforce, enable User Option for Quote Document Format.
    1. Click
      Setup
       and search for
      Users
      .
    2. Select the desired user and click
      Edit
      .
    3. Select
      Allow Output Format
      check box and click
      Save
      .
    4. Go to the User object and add the
      Allow Output Format
       field to the User Layout so it's visible on the user profile page.
  4. In Salesforce, generate a Quote Document.
    1. On the
      Quotes
       page, click
      Generate Document
      .
    2. Configure the document elements, including template, output format, and document name.
    3. Click
      Save
       and select
      Send via DocuSign
       or
      Send via email
      .
Once a user creates a new ticket and selects a quote document, the chosen CPQ quote PDF or Word document is automatically combined with the primary contract draft, creating a single, merged document. This merged document is included in the e-signature package and stored in Contract Lifecycle Management post-signature repository.