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Manage Your Quotes with CPQ
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            Salesforce CPQ Quote Document Management

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            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)

            Required Editions

            Available in: All Salesforce CPQ Editions
            • Styling Your Salesforce CPQ Quote Documents
              After you define the components of your quote document, customize its layout. (Salesforce CPQ Managed Package)
            • Generate and Send a Salesforce CPQ Quote Document
              Create a quote document when you’re ready to send a quote to a customer. (Salesforce CPQ Managed Package)
            • Enable Batch Document Generation
              Automate the Salesforce CPQ process of creating a quote document and sending it to the quote’s primary contact. The automation saves times for sales reps working in a high-volume environment. (Salesforce CPQ Managed Package)
            • Let Users Change Output Formats
              Salesforce CPQ creates quote documents as PDFs by default. You can add a setting to user profiles that lets users choose between PDF or Microsoft Word .doc output on the Generate Document page. (Salesforce CPQ Managed Package)
            • Translate Salesforce CPQ Quote Template Content
              Define translated values for the variables in your CPQ quote template content. You can define translations in any language that Salesforce supports. (Salesforce CPQ Managed Package)
             
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