Building your cpq documents with cpq templates. Structure a customized quote template. Web describe how quote templates help complete sales. With the click of a button, send the quote as an email attachment using a standard salesforce email template. Create several templates to cover different types of business documents within your company. Web lookup (quote template) template to use with this quote. Create your first quote template. The key to customized templates is what’s called template content. Web thankfully salesforce cpq gives admins the tools to create customized templates for such proposals. Salesforce cpq automatically selects the template specified here when you click generate document.
Structure a customized quote template. Web thankfully salesforce cpq gives admins the tools to create customized templates for such proposals. Create several templates to cover different types of business documents within your company. Create your first quote template. Think of a template content record as a piece of the puzzle that assembles into a complete proposal. The key to customized templates is what’s called template content. For example, you might not need to include a fax number any more, but you do want to link to your social media presence. Web use salesforce cpq’s standard top content for the quote template, including logo, street address, and ship to or bill to details. Web here’s a simple method: Target price for quotes and groups. Method used to deliver products on this quote.
