Loading
Manage Your Quotes with CPQ
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Add PDFs to Your Quote Document

            You are here:

            1. Salesforce Help
            2. Docs
            3. Salesforce CPQ

            Add PDFs to Your Quote Document

            Add PDFs that appear between your template sections. The PDF is static, which means that Salesforce CPQ doesn’t change its position when creating your quote document, unlike pages made from template content. This feature is useful if your sales reps want standardized content in their quote documents, such as a certification or corporate overview. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’16 and later
            1. Add the Additional Documents related list and the Notes & Attachments related list to your template section’s page layout.
            2. Go to the quote template where you want to include a PDF.
            3. Choose a template section and then click Include Document.
            4. Choose the PDF that you want to include.
              When sales reps create a quote document that includes this section, they see the PDF where you included it.
            5. To include publicly accessible documents, click New Additional Document in the Additional Documents related list.
              Important
              Important Salesforce CPQ doesn't support including publicly accessible documents if they’re already in a customer’s Salesforce org.
            • Customers don’t see page numbering on PDFs that you’ve attached to your quote document, although they can see numbers on standard pages.
            • If you add an extra document to a quote document that contains HTML content with a hyperlink, the hyperlink appears as a URL instead on the generated document.
            • Embedded links in quote PDFs where Included Content is added aren’t clickable in previewed or generated quote documents.
            • Documents generated or previewed as Microsoft Word files don’t show attached PDF content.
             
            Loading
            Salesforce Help | Article