SAP Knowledge Base Article - Public

3442742 - How to setup CPQ Docusign Reminder notification?

Symptom

You would like to know if there is any setting in CPQ, so that when the documents are generated via Docusign, reminders can be sent to the Users for e-signing, as you don't want to login to Docusign and then set the reminders there manually. 

Environment

SAP SALES CLOUD CPQ

Resolution

  • If the document was sent to user using CPQ-> DocuSign integration, then there is an option in CPQ to send reminder to the users.
  • You can find more information about it in this help document about Reminders:
    DocuSign Integration for Quote 2.0 | SAP Help Portal
  • Please Note that this feature is available only on Quote 2.0 engine, and not on tenants that are on Quote 1.0 engine.

Keywords

docusign, reminders, e-sign, notification, docusign integration, esign, document generation , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Problem

Product

SAP CPQ all versions