Salesforce CPQ Template Content

After you create a template content record, you can populate it in the template section’s Template Content lookup field.

When you create template content, you can choose from several varieties of content layouts.

HTML

Select this option for any combination of dynamic fields, such as merge fields or formatted text (bold, bullets, and so on). This process uses an enhanced WYSIWYG editing toolbar to automatically insert the correct HTML tags in your content.

Line Items

Create a placeholder for the quote line item table. You don’t have to reformat this table in your template content. The columns in the Line Columns related list of your quote template determine which attributes to show in this table. You need at least two columns in order for your quote to render.

Custom

Display a Visualforce page in the Custom Source field within this section of your quote template.

To reference your custom Visualforce page in the Custom Source field, enter /apex/c__MyVFPageName, replacing MyVFPageName with the name of your Visualforce page. The Visualforce page and its components must be compatible with XSL-FO to work with Salesforce CPQ document output.

Quote Terms: Template Bottom

Use Salesforce CPQ’s standard bottom content for the quote template, including notes, dates, and final signature information.

Quote Terms: Template Top

Use Salesforce CPQ’s standard top content for the quote template, including logo, street address, and ship to or bill to details.

To insert an image in the Markup field (a Rich Text field for the Template Top, Template Bottom, and HTML layouts), upload the field to the Documents folder, and then add it as a web address. Directly uploading the image to this field isn’t supported.

The template content editor provides editing functions for your content. From here, you can insert static content or use markup fields and merge fields that reference variable information.

• Supported HTML Tags for Template Content
  Salesforce CPQ supports several HTML tags and HTML tag attributes in template content markup. (Salesforce CPQ Managed Package)
• Merge Fields
  Your template content can store fields that show field values from different objects. These merge fields are automatically updated in your content when the referenced field is updated on the other object. This process is useful if you want template content to reflect changes made elsewhere in your org. (Salesforce CPQ Managed Package)
• Salesforce CPQ Quote Terms
  Create terms for your quote template. You can customize terms to appear in all quotes or only quotes that meet certain criteria. (Salesforce CPQ Managed Package)
• Show Images from Quote Templates in Quotes Documents
  Add custom rich text fields to your template content so that your sales reps can upload images directly to the Quote object. You can then show samples of your product on your quote document. (Salesforce CPQ Managed Package)