Email Salesforce CPQ Quote Documents with the Quote Chatter Feed

Set up Quote Documents to allow emailing by attaching Quote Documents to the Quote’s Chatter Feed:

Enable Chatter on your quote objects

1. Navigate to Setup | Feature Setting | Chatter | Feed Tracking
2. Choose Quote.
3. Click the Enable Feed Tracking checkbox.
4. Click Save.

Change Where the Quote Document is Attached

1. Navigate to Setup | Installed Packages.
2. Click Configure next to your Salesforce CPQ Installed Package.
3. Locate the Document tab.
4. Choose Quote as the Attachment Target.
5. Click the Post to Feed? checkbox.
6. Click Save.

Inform users to follow these steps to Email Quote Documents

1. Navigate to the Quote.
2. Click Generate Document action.
3. Select the Quote Template and click Save.
4. From the Quote Document record, navigate back to the Quote record.
5. Click the Quote record’s Chatter feed.
6. Open the pdf attached to the recent Chatter post created from Step 3.
7. Tap the left action 'Share'.
8. Add people on the pop-out window, add an optional message, then click Share to email the quote document.