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Manage Your Quotes with CPQ
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            Let Users Change Output Formats

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            Let Users Change Output Formats

            Salesforce CPQ creates quote documents as PDFs by default. You can add a setting to user profiles that lets users choose between PDF or Microsoft Word .doc output on the Generate Document page. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Spring ’16 and later
            1. Check your HTML template content records for embedded images. Add &contentType=xx to the end of the URL that references these images, where xxx represents the MIME Type field contents on the document detail page of the image.
            2. From Setup, in the Quick Find box, enter Users, and then select Users.
            3. Select the user whose settings you want to edit.
            4. Select Allow Output Format Change.
              The Generate Document page for this user shows the Output Format field.

            We recommend adding the Output Format field to the Quote Documents related list on your opportunity and quote page layouts. This layout ensures that other users can quickly see whether a quote document is a PDF or a .doc.

            Note
            Note When a sales rep previews a quote, Salesforce CPQ still shows the quote document in their browser’s window. The output selection only affects generated quote documents that they save or email.
             
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