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Manage Your Quotes with CPQ
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            Generate and Send a CPQ Quote Document

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            1. Salesforce Help
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            3. Salesforce CPQ

            Generate and Send a CPQ Quote Document

            Create a quote document when you’re ready to send a quote to a customer. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’16 and later
            Note
            Note Salesforce CPQ document generation is compatible with multi-factor authentication using the Multi-Factor Authentication for User Interface Logins permission. Salesforce CPQ document generation is incompatible with the multi-factor authentication session security level required at login profile setting at high assurance. See Enable MFA for Specific Users.
            1. Go to a quote record and click Generate Document.
            2. Choose an output format. See Let Users Change Output Formats.
              Note
              Note Microsoft Word doesn't support page breaks from CPQ quote documents.
            3. Enter a document name.
              This name refers to the document after Salesforce CPQ saves it to its target destination and as a document record. Salesforce CPQ saves the name only when you click Save or send it to an external application. Clicking Preview alone does not save the name.
            4. Choose any other documents you want to add.
            5. Choose one of the following actions.
              Save
              Creates the document, saves it to its target destination, and creates a Salesforce CPQ document record.
              Save & Email
              Creates the document and opens a page where you can attach the document to a contact record. You can copy more recipients, create an email, and attach other files.
              In Salesforce Classic, clicking Save & Email opens a new browser tab that remains open after sending the email. In Salesforce Lightning, the new browser tab closes after sending the email.
              Preview
              Opens a sample of your quote document. This sample appears in a pop-up window unless an administrator has enabled Full Page Preview in Salesforce CPQ’s package-level configuration settings. You can Save or Save & Email your file, then open it and print it from your device if needed. As of Salesforce CPQ Spring ‘19, you can also download or print your preview document directly from the Salesforce CPQ preview page.
              Cancel
              Cancel document creation and return to your quote record.
             
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