Use the Salesforce CPQ special field CustomName__c

Modify quote name to show version

If you produce several updates to a quote and customers ask for information on an earlier quote, you can use CustomName__c in the quote name to differentiate between quote versions.

1. Ensure the documents you will be providing have been generated, which will produce the necessary version numbers.
2. Create a custom field with the API name CustomName__c on the Quote Document object. This field should contain a formula that combines the Quote Name and Version number, such as SBQQ__Quote__r.Name & SBQQ__Version__c.
3. Ensure your quote template references {!document.Name} to have the CustomName value shown on the template.

• USE CASE - MODIFY QUOTE NAME VIA WORKFLOW RULE
  You can also override the automatic quote name by applying CustomName__c on the Quote Object and then creating a workflow rule on the Quote Document that updates the Document Name field.
  • The Workflow should contain the following settings:
    Quote: CustomName NOT EQUAL to null
    Object: Quote Document
    The Field Update should contain:
    Name: Custom Name Update
    Object: Quote document
    Field to Update Quote Document: Document Name
    Field Data Type: Text
    Formula Value: SBQQ_Quote__r.CustomName__c
• The returned text will be used in the "email_subject" custom label that is used to sign documents via Docusign.

Manual Edit

To allow users to manually edit the quote document name, you will first need to deactivate this CPQ Package Setting Hide Document Name. This will provide users a field on the document generation page where they can edit the default name.