Building Your CPQ Documents with CPQ Templates

Quote templates control the formatting and organization of your quote document. Each template contains sections where you customize the presentation of individual content records such as line items, signature fields, and terms and conditions. Your templates can contain any number of sections in any order, and you can reuse sections between multiple templates. Template content refers to the actual information stored in a section. For example, you can have a Content Header section containing content records for Prepared For, Prepared By, Quote #, Date, Contract Start, and Contract End.

Note Salesforce CPQ doesn't support quote templates without template sections.

When you’re ready to generate your quote document, click Generate Quote to go to the Generate Document page. Here you choose your template, paper size, and document name.

Example

Create several templates to cover different types of business documents within your company.

Quote template: Contract

• Template section: Contract Header
• Template section: Terms and Conditions Heading
• Template section: Terms and Conditions
• Template section: Signature Block

Quote template: Statement of Work

• Template section: Cover Page
• Template section: Cover Letter
• Template section: Project Services
• Template section: Assumptions
• Template section: Terms and Conditions
• Template section: Signature Block

Quote template: Quote

• Template section: Ungrouped Line Items
• Template section: Grouped Line Items
• Template section: MDQ Line Items
• Template section: Terms and Conditions
• Template section: Signature Block

• CPQ Template Content
  Create template content to store specific data or text to insert into your quote sections. (Salesforce CPQ Managed Package)
• Create Template Sections
  Use sections to position and style template content for your quote document. (Salesforce CPQ Managed Package)
• Template Line Columns
  Organize your quote template with columns that represent quote line fields. (Salesforce CPQ Managed Package)
• Line Item Print Options
  Quote templates contain many options for customizing the layout of line items in your documents. (Salesforce CPQ Managed Package)
• Add Company Logos to Quote Templates
  Set your quote template to show a company logo. Company logos help your quote documents look professional and organized. (Salesforce CPQ Managed Package)
• CPQ Document Fonts
  Salesforce CPQ supports various fonts on quote documents. (Salesforce CPQ Managed Package)