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Manage Your Quotes with CPQ
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            Send Your Salesforce CPQ Quotes

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            Send Your Salesforce CPQ Quotes

            After you finalize your quote, create a document for it, and then send the document to your customers. Salesforce CPQ lets you customize the document creation and management process. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All CPQ Editions
            • Building Your Salesforce CPQ Documents with Quote Templates
              Create preset layouts for your quote documents. You can divide your layouts into sections. (Salesforce CPQ Managed Package)
            • Salesforce CPQ Quote Document Management
              After you create your template objects, you can define additional template layout settings, provide translations, and then generate your quote document. (Salesforce CPQ Managed Package)
            • Conga Quote Generation for Salesforce CPQ
              Conga Quote Generation for Salesforce CPQ allows customers to customize and export quotes and quote documents. (Salesforce CPQ Managed Package)
            • 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)
            • Salesforce CPQ Quote Template Fields
              Quote templates define the layout of the documents that your sales reps generate from a quote. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
            • 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)
             
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