DocuSign for Salesforce CPQ Review Before Sending Setting causes Infinite Page Refresh
Trailblazer Community

DocuSign for Salesforce CPQ Review Before Sending Setting causes Infinite Page Refresh

Salesforce CPQ (Configure-Price-Quote)

Last updated 2021-10-28 ·Reference W-9968273 ·Reported By 54 users

No Fix

Summary
The ‘Review Before Sending’ field (SBQQDS__ReviewBeforeSending__c) is causing infinite page refresh behavior as well as generating error STRING_TOO_LONG, Sender URL: data value too large.

Repro
Generate Document from Quote
Select a template option
Click Send with DocuSign.
Observe page refresh issue.

Workaround
Options:
1) Set SBQQDS__ReviewBeforeSending__c on the Quote Template to false.
Note: Setting “Preview Before Send” to false will ignore the api call altogether.

2) Request a temporary exception for your DocuSign Account through January 31st, 2022. Please open a case with Salesforce Support to discuss and action through this option.

See also: Docusign for CPQ Retirement
https://help.salesforce.com/s/articleView?id=000355806&type=1
It's recommended to plan to migrate to one of these solutions by February 2022.

Any unreleased services, features, statuses, or dates referenced in this or other public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make their purchase decisions based upon features that are currently available.