CPQ Settings (Master Settings) — Admin Guide

Audience: Good Sign admin users responsible for the environment-wide configuration that applies to all CPQ forms and quotes. Scope: the CPQ Settings dialog — what it controls, what each tab does, and how it relates to per-form overrides in the form activation dialog. Naming note: the dialog is titled CPQ Settings in the live UI. The previous public guide referred to it as Master Settings; both names refer to the same dialog. This guide uses CPQ Settings with Master Settings in parentheses where useful for continuity. See also: CPQ Forms — Admin Guide (for the per-form activation dialog that mirrors several of these tabs), CPQ User Management (for the rights that gate this page).

1. What CPQ Settings is

CPQ Settings is the single page where an admin sets environment-wide defaults for CPQ — pricing organisation, product filters, numbering format, e-signing integration, and the behaviour at quote approval.

Each tab in the dialog sets defaults that apply to all CPQ forms and products in the environment. Some tabs also contain a toggle that determines whether individual forms are allowed to override the system-wide default on their own activation dialog. That toggle-driven override mechanism is the key concept to understand before changing anything here.

CPQ Settings is set once during initial environment setup and revisited only when something at the system level changes — adding a new product category, switching e-signing provider, changing the default pricing organisation, etc. It is not a page admins touch frequently.

2. Who can access this feature

CPQ Settings is gated by Menu - CPQ Admin settings (3275). An admin who has CPQ admin access to forms and templates but not right 3275 will not see the gear icon on the Forms list and will not be able to open this dialog.

If the gear is not visible:

1. Check the user’s rights in Good Sign Billing under Settings → Users → right-click → User Rights.
2. Use the Right filter to search for 3275 or CPQ Admin settings.
3. If the right is missing, add it directly or via a profile (e.g. CPQ Admin-style bundles in your environment).

See CPQ User Management for the full rights-checking workflow.

User rights and profiles are environment-specific and configured by system administrators — profile names and contents vary between environments.

3. Where it lives

CPQ Settings opens from the Forms list:

Settings → CPQ → Forms → small gear icon in the top-right page controls (next to the search box and the + Create Form button).

A dialog titled CPQ Settings opens. Click Save to persist changes, Cancel to discard.

4. The six tabs

The dialog has six tabs. Each is described below in the order they appear.

4.1 Pricing

Sets the default pricing organisation used for products in CPQ forms. The pricing organisation determines which Billing-side pricing rules apply when a salesperson configures a quote.

When schedule-based pricing by phases is enabled, it allows defining different prices and discounts for a product across time periods. For example, a product can have a lower price or discount for an initial period and a different price or discount in later periods.

4.2 Products

Filters which products in the Billing product catalogue are eligible to appear inside CPQ forms.

Recommended: use Product dimension rather than Product category when possible. A dedicated CPQ dimension can be created in Billing and assigned to products that should be available in CPQ — this avoids constraining the product catalogue’s overall structure.

Special case: if a CPQ Product dimension is defined here, it is not automatically assigned to newly created products (other dimensions are). This prevents new products from appearing in CPQ until an admin explicitly tags them with the CPQ dimension.

4.3 Permissions

Controls whether per-form user-permission overrides are enabled.

Form visibility rules. A salesperson sees a CPQ form only when both apply: (1) they have the user right assigned to the form (or one of its parents) for the selected organisation, and (2) the form is in Activated status. Without the user right, the form is invisible to the salesperson even after activation.

4.4 Numbering

Sets the auto-generated quote-number format.

Changing the numbering settings affects new quotes only; existing quote numbers are unchanged.

Note: Each quote also has a unique internal key. The numbering settings here define the customer-facing reference number, not the internal key.

4.5 Contracts

Controls whether CPQ auto-creates billing artefacts at quote approval.

These four fields together define the CPQ → Billing handoff at quote approval. They are the single most important set of settings for any environment where CPQ feeds Billing — make sure they match how the billing team expects to receive new contracts.

4.6 E-Signing

Configures the e-signing provider and credentials used when an activated form has its per-form E-Signing toggle on. Supported providers: OneFlow and Visma Sign. The provider dropdown determines which credential fields appear below.

This page is purely admin setup. The actual “send this quote for signature” action happens on the CPQ Client side when a salesperson generates a quote — see the CPQ Client / sales-user guide for that workflow.

Field set may differ by provider. The fields verified above were captured with OneFlow selected. Visma Sign uses a similar field set, but exact field names (e.g. Workspace ID equivalent) and the API URL value differ. Confirm the field list with Visma Sign documentation before saving.

E-signing settings are environment-specific. Coordinate with the chosen e-signing provider’s account admin to get the correct credentials before turning the master toggle on.

5. How CPQ Settings interacts with form activation

Three of the six tabs (Pricing, Permissions, Numbering) contain a toggle that controls whether per-form overrides are exposed in the form activation dialog (see CPQ Forms — Admin Guide §8):

The Contracts and E-Signing tabs work differently — Contracts has no per-form override (system-wide only); E-Signing has a master on/off toggle here plus an on/off toggle per form on the form activation dialog (so a form can opt out of e-signing even when the environment supports it).

The Products tab has no per-form override at all — it’s purely a global filter on the product catalogue available to CPQ.

6. Scope and limitations

Verified in the live UI

• The dialog is titled CPQ Settings (previously Master Settings)
• Six tabs: Pricing, Products, Permissions, Numbering, Contracts (new), E-Signing (new)
• The Pricing tab now has a second toggle for schedule-based pricing models by phases (new)
• E-Signing supports OneFlow and Visma Sign as providers
• Right 3275 (Menu - CPQ Admin settings) gates access to the dialog

7. Quick reference