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Manage Your Quotes with CPQ
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          OmniStudio Document Generation for Salesforce CPQ

          OmniStudio Document Generation for Salesforce CPQ

          The OmniStudio Document Generation license is available with Salesforce CPQ+. Install the OmniStudio Document Generation managed package to generate complex quotes quickly, accurately, and consistently. (Salesforce CPQ Managed Package)

          Required Editions

          Available in: Salesforce CPQ+ Winter ’24

          OmniStudio Document Generation merges content from text-based files, such as Microsoft Word and PowerPoint, with data from any standard or custom object to produce custom .docx, .pptx, and .pdf files. Use templates to define the structure, content, and format of your generated documents. Use data tokens, conditional logic, tabulation, and imported JSON data to create the complex quotes that you need.

          Install the OmniStudio managed package and complete the post-installation setup.

           
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