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Manage Your Quotes with CPQ
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            Document Package Settings

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            1. Salesforce Help
            2. Docs
            3. Salesforce CPQ

            Document Package Settings

            Document page settings manage the creation, distribution, and storage of CPQ quote documents. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions
            Field Name Description
            Attachment Target

            Choose a target object.

            • Document Only: Quote documents are available in the chosen Salesforce Documents folder.
            • Quote: Quote documents are saved in the chosen Salesforce Documents folder and in the quote’s Notes and Attachments related list.
            • Opportunity: Quote documents are saved in the chosen Salesforce Documents folder and in the opportunity’s Notes and Attachments related list.
            Document Folder Select the folder that contains quote documents after generation.
            Document Service Endpoint Specifies the endpoint of a document web service used in DocuSign and EchoSign integrations. Do not change this value unless Salesforce CPQ support instructs you to.
            Enable Multi-Language Translations Allow sales reps to generate quote documents in one of your org’s supported languages. This adds a Locale picklist to the Generate Documents Page. You must also have translated values stored for the languages that they can select. You must also have translated values stored in the language they select.
            Exclude Hidden Lines in Group Totals If your quote contains hidden quote lines, Salesforce CPQ does not evaluate them when calculating quote line group totals for a quote document.
            Full Page Preview Preview the quote document in a full window instead of an iFrame.
            Hide Document Name Hide the file name on a quote document. This setting is useful if you want to prevent sales reps from changing the default file name.
            Mass Document User Name Click Request Authorization to allow Salesforce CPQ to generate and send quote documents on your behalf when you're not logged in to Salesforce. This setting appears only upon the first installation of Salesforce CPQ and disappears after a user selects it.
            Post to Feed? Post quote documents to the Chatter feed associated with the quote or opportunity attachment target. If you delete the quote document, the Chatter feed shows that the document is no longer available.
             
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