Salesforce

CPQ to Signature

FROM PRICE to SIGNATURE in ONE GRACEFUL FLOW

Techobits implemented Salesforce CPQ to configure products, apply pricing rules and route discounts for approval, then integrated DocuSign so every approved quote travels straight to the client for an electronic signature.

Platform: Salesforce CPQ · DocuSign
Client: Confidential
Scope: Implementation & integration

Salesforce Consulting

Quote-to-signature process from configure to order

Products, bundles and price rules were modelled in CPQ, with discount guardrails and approval routing, so the sales team builds accurate, branded quotes without spreadsheets.

Approved quotes are sent for signature through DocuSign directly from Salesforce. The moment the client signs, the status, signed document and next steps flow back onto the opportunity.

Signed quote record beside the e-signature screen

NO PAPERWORK, NO WAITING, NO GUESSWORK

Approval chain from sales rep to client signature

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