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Styling Your Salesforce CPQ Quote Documents
After you define the components of your quote document, customize its layout. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ’14 and later |
- Flexible Page Numbers in Salesforce CPQ Quote Documents
The quote template record contains several fields that let you control how page numbers appear on PDF quote document pages. Customizing your page number layout lets you organize your quote document based on your company’s styling needs. Learn how to use each page number field to customize quote documents for your sales reps. (Salesforce CPQ Managed Package) - Document Output Size
Set your document’s page size with the Paper Size menu on the Generate Document page. For example, if your sales rep needs to generate a document in Japanese, they would set the output size to A4. (Salesforce CPQ Managed Package) - Add PDFs to Your Quote Document
Add PDFs that appear between your template sections. The PDF is static, which means that Salesforce CPQ doesn’t change its position when creating your quote document, unlike pages made from template content. This feature is useful if your sales reps want standardized content in their quote documents, such as a certification or corporate overview. (Salesforce CPQ Managed Package) - Show Product Image Fields in Quote Documents
If your product record contains a custom image field, you can show that image next to any related quote lines in a quote document. Add the name of your custom image field to a line column record on the quote template where you want to show product images. (Salesforce CPQ Managed Package) - Display Watermarks on Draft Quote Document Previews
Add a watermark to the background of quote documents. This way, when your sales reps preview a document on the Generate Document page, they and their users will not confuse a draft quote document with the completed version. (Salesforce CPQ Managed Package) - Remove Salesforce CPQ Quote Document Headers and Footers
Remove headers and footers from the first, last, or first and last pages of your quote template. This feature is useful if you want a title page that doesn’t include a header or footer. (Salesforce CPQ Managed Package) - Show Discount Schedules on Salesforce CPQ Quote Documents
Show volume discount schedules, term discount schedules, and price breaks for each quote line on your quote document. Then your sales reps can provide customers with more insight into how their quote line items are priced. Customers might also be more likely to move up to a higher discount tier if they realize their order is close to that next tier. (Salesforce CPQ Managed Package)
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