Your Salesforce CPQ-enabled org comes preloaded with some template content, but let’s create your own personalized content to display contact information. You start by navigating to the Template Content tab. In the navigation bar, click Template Content.
Full Answer
How do I create custom template content in Salesforce CPQ?
Your Salesforce CPQ-enabled org comes preloaded with some template content, but let’s create your own personalized content to display contact information. You start by navigating to the Template Content tab. In the navigation bar, click Template Content. Click New. Choose HTML as the type of content.
How do I create a new quote template?
Let’s make a new quote template that will be the foundation for your work in later units. You start by navigating to the Quote Templates tab. In the navigation bar, click Quote Templates. Click New. For Template Name, enter AW Proposal. Check Default. This will make the template automatically selected on the Generate Document page.
How to generate a quote template based on a condition?
Suppose there is a scenario in which you are generating a Quote Template and you need the template sections to be displayed based on certain condition. You can do this by using ‘Conditional Print Field’ field in Template Section object. It is a picklist field that stores API names of Quote object fields.
Why is my quote template not generating the proposal?
So when a tweaked CSV file is uploaded into production, a quote template field such as Border Color might accidentally get a value of 0. This breaks the template and causes an error message to appear when sales reps try to preview or generate the proposal.
How do I create a CPQ quote template in Salesforce?
CPQ Template Content. Create template content to store specific data or text to insert into your quote sections.Create Template Sections. Use sections to position and style template content for your quote document.Template Line Columns. ... Line Item Print Options. ... Add Company Logos to Quote Templates. ... CPQ Document Fonts.
What is template content in Salesforce CPQ?
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.
How do I create a quote template in Salesforce?
From Setup, enter Templates in the Quick Find box, then select Quote Templates (Lightning Experience) or Templates under Quotes (Salesforce Classic). Click New, and then select a template, such as Standard Template , on which to base your new template. Give your new template a name, and then click Save.
How do I create a quote term in Salesforce CPQ?
Go to the quote term where you want to add a display condition. In the Use Conditions related list, click New Term Conditions. Use the term condition fields to create a logical condition. Salesforce CPQ evaluates this condition whenever it generates a quote document that references this quote term.
How do you make a quote template?
Navigate to the S-Docs app by clicking the App Launcher in the upper left corner and selecting S-Docs.Click over to the S-Docs Templates tab, then click New to create a new template.Create your Quote template record. ... Click Save. ... Once in the editor mode, you can design your quote template.More items...•
What is a quote template?
Definition. A quote template is a document used by sellers to communicate the prices of the goods or services requested by a buyer. It is usually sent to a potential customer after an initial request for a quotation.
What is quote template Salesforce?
Quote templates let you customize the way your sales reps quote your company's products and services. Sales reps can select standard or customized quote templates from their quote records, generate quote PDFs, and email them to customers.
What is quote terms in Salesforce CPQ?
When you generate a quote document, Salesforce CPQ includes all quote terms without conditions and all terms where a condition matches the quote's conditions—for example where Opportunity = “Joe's Computers.” Salesforce CPQ then shows the quote terms in your quote document based on the position and styling of that ...
What is a conditional print field?
The line column field Conditional Print Field can contain a value for any quote field. When you create a quote document, Salesforce CPQ checks the value of Conditional Print Field. Your quote document includes the line column only if the value of Conditional Print references these types of quote fields.
1. Perform appropriate research
Starting with some simple due diligence can set you on the path to building a business quote template that works flawlessly across hundreds of sales pitches. First, think about the overall design you want your quote template to have.
2. Start with an invoice
For some small-business owners or anyone who has never created a price quote template, one of the easiest ways to create a straightforward quote template is to begin with an invoice. Since invoices and quotes often contain many of the same data fields, you’ll already have a head start on including some of the necessary information and formulas.
3. Focus on readability
In order for your quote template to be useful, the buyer must be able to scan it quickly and digest most of the information.
4. Include spaces for relevant product details
Remember that a quote doesn’t have to only be a rudimentary list of prices, amounts, and product line identifiers. You have an additional opportunity to leave your prospect with even more reasons to go through with the deal, or at least a chance for you to reinforce the sales work that has already been done.
5. Be consistent with discounts
You need to display any discounts you include in a clear and readable manner, just like the standard pricing information on the quote. Prospects should be able to understand exactly what discount amounts are applied to which products without having to reach out for further clarification.
6. Build in opportunities for customization
Your price quote template will likely need to apply to many different purchases for many different types of customers. Without customizable sections, you would need to design a new price quote for each customer order.
7. Include up-to-date contact information
As people build a business quote template, contact information tends to be forgotten. This is one of the key differences between an invoice and a quote: Quotes need to have accurate contact information prominently displayed to make it easy for the prospect to reach out in case they have questions.
