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Manage Your Quotes with CPQ
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            Display Watermarks on Draft Quote Document Previews

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            Display Watermarks on Draft Quote Document Previews

            Add a watermark to the background of quote documents. This way, when your sales reps preview a document on the Generate Document page, they and their users will not confuse a draft quote document with the completed version. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’15 and later

            Salesforce CPQ displays the watermark image behind the text on each page of your quote document, excluding static PDFs. You can use one of your own images or Salesforce CPQ’s standard image. The Salesforce CPQ watermark is located in the Document Assets folder.

            1. Create a Document record.
            2. Give your document a name and then upload the file you want to serve as the watermark.
              Salesforce CPQ has a standard “Draft” watermark image available by default. You can find it in the Document Folder field within the Documents tab of Salesforce CPQ package settings.
            3. Select Externally Available Image and then click Save.
            4. Copy the SFDC ID from the URL of your document record.
              Your SFDC ID is the string of letters and numbers following the final slash in your record’s URL.
            5. Go to the quote template where you enable the watermark for draft documents. Add your SFDC ID to the Watermark ID field.
            6. Save your quote template.

            You can create a workflow rule to control when a watermark appears on your quote output. This way, only non-finalized quotes receive a watermark. This workflow should apply to the quote document object.

             
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