How do I create a quote template in Salesforce CPQ?
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. Create several templates to cover different types of business documents within your company.
How do I translate my CPQ quote template content?
Define translated values for the variables in your CPQ quote template content. You can define translations in any language that Salesforce supports. In the template content record you want to translate, click Translate. Select the language you want to translate your variables into.
Why doesn’t Salesforce CPQ show user-translated template content?
When you select Default, Salesforce CPQ shows only untranslated content. This process means that Salesforce CPQ doesn’t show user-translated template content such as merge fields and labels with variable translation values.
How to display quote document preview in full page in Salesforce?
Go to the Package Settings in Setup, click Configure next to Salesforce CPQ. Right on the Documents tab, which contains the output document settings, there is the Full Page Preview checkbox. As the name suggests, this setting displays the quote document preview in full page.
How do I customize a Salesforce quote template?
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 change the standard quote template in Salesforce?
1:313:11Creating Quote Templates (Salesforce Classic) - YouTubeYouTubeStart of suggested clipEnd of suggested clipWe'll click new to create a new template specifically for our b2b opportunities. Well base it on theMoreWe'll click new to create a new template specifically for our b2b opportunities. Well base it on the standard template that Salesforce provides. After naming and saving the new template. We can
How do I edit a quote in Salesforce?
Select Edit Lines on a quote record to open the quote line editor. The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines.
What is quote template in Salesforce CPQ?
Quote templates define the layout of the documents that your sales reps generate from a quote. With certain page layout and field-level security settings, some fields aren't visible or editable.
Can you customize quotes in 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.
How do I create a quote template in Salesforce CPQ?
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.
How do you add a button to a quote line editor in Salesforce CPQ?
Add a Linking Custom Action to the Quote Line EditorOn the Custom Actions home page, click New.Give your custom action a name. ... Set the following fields. ... Give your custom action a label. ... If you want the custom action available only when certain conditions are met, use the Condition Met field to define the conditions.More items...
How do I add a field to a quote line editor in Salesforce?
Add Fields to the Quote Line Editor Field SetFrom Setup, enter Objects , and then click Objects.Click Quote Line.From the Field Sets related list, find Line Editor, and then click Edit.Add or remove fields from the field set.
What is quote line editor Salesforce?
The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines. If your quote line editor shows a field above your quote line list, you can edit that field and then save or calculate the quote to apply the field across all your quote lines.
What is a quote template?
A quotation template is an editable document containing the prices of all the goods sold or services offered by a business—including a breakdown of these prices, discounts and implementation time.
How do you create a quote document?
How to Create a Quote in 5 Easy StepsAn itemized list of goods and/or services requested by the client or customer.Prices for each item including labor costs, taxes, and discounts.Disclaimers on the scope of the product or project.Company branding in the form of a logo or letterhead.
How do I create a quote PDF in Salesforce?
Create a Quote PDF by Selecting a TemplateDo one of the following. If you're using Lightning Experience, click Create PDF, and then choose a template from the dropdown list. ... Generate a preview by clicking Create PDF.Save the PDF to the Quote PDFs related list by clicking Save to Quote.
REST Examples
curl "https://yourInstance.salesforce.com/services/apexrest/SBQQ/ServiceRouter?saver=QuoteDocumentAPI.SaveProposal" -H "Content-Type: application/json" -H "Authorization: Bearer token" -X PATCH -d @data.json
APEX Examples
public with sharing class GenerateQuoteProposal { public String save (QuoteProposalModel context) { return SBQQ.ServiceRouter.save ('SBQQ.QuoteDocumentAPI.Save', JSON.serialize (context)); } }