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Quote Template Permissions in Salesforce CPQ
Depending on your settings and your company’s internal processes, it can be necessary to customize quote template permissions for your users. (Salesforce CPQ Managed Package)
Quote Templates
| User Type | Read | Create | Edit | Delete | Notes |
|---|---|---|---|---|---|
| Quote Templates (Admin) |
|
None | None | None | None |
| Dynamic Quote Terms (Admin) |
|
|
|
|
None |
| Dynamic Quote Terms (Sales Rep) |
|
None | None | None | None |
| Dynamic Proposals to include PDF docs in Quotes (Admin) |
|
|
|
|
None |
| Dynamic Proposals to include PDF docs in Quotes (Sales Rep) |
|
None | None | None | None |
| Solution Groups (Admin) |
|
|
|
|
None |
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