Choose a field that computes a customer discount to display on the quote document. Use the default value, Total Discount (Amt), or add a custom field to the picklist. If you add a custom field, it appears on the quote document only when the template has a Group Field value.
Full Answer
How does Salesforce CPQ order the line items in a quote?
Order the quote document’s line items based on a field value. If the template has a Group Field value, Salesforce CPQ orders lines within each group. Show ordered numbers for your quote terms. Provide a field. Salesforce CPQ combines the line items into one line on the quote template when both of the following conditions apply.
How does Salesforce CPQ work with group fields?
If the template has a Group Field value, Salesforce CPQ orders lines within each group. Show ordered numbers for your quote terms. Provide a field. Salesforce CPQ combines the line items into one line on the quote template when both of the following conditions apply.
What is quote template in Salesforce?
Modifying Quote Template in salesforce is the way of designing the documents that matches to our standard branding by adding Logo, images, header, footers. Modifying Quote Template in salesforce is the way of designing the documents that matches to our standard branding by adding Logo, images, header, footers.
How do I create a new quote line item template?
If you go under Setup | Customize | Quotes | Templates you can create a new template. In that template you can change the Quote Line Items by clicking on the wrench at the right side of the sub-header bar, and add any fields that are available for Quote Line Items.
How do I use 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 edit a quote document in Salesforce?
To modify a quote template in salesforce go to Set up. Now Go to Customize=>Quotes=>Settings. When Settings in Quotes are selected a new window will be opened where we have to select the check box to enable quotes in salesforce. Select Save Button.
How do you use a quote template?
1:133:11Creating Quote Templates (Salesforce Classic) - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's walk through how to create a template. We use the quick fine box to get back to the quotesMoreSo let's walk through how to create a template. We use the quick fine box to get back to the quotes area. And select templates Salesforce provides a standard template.
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 write a quote in CPQ?
Navigate to an Opportunity. Click New Quote. Verify that the layout is accurate and the predefined field values ('Account', 'Opportunity' 'Sales Rep', 'Primary', etc) have been set. Create the Quote and click Save.
How do I create a quote in Salesforce?
Create and Manage QuotesClick New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.Complete the fields.Save your changes. A unique quote number is added.
Are quotes and invoices the same?
A quote and an invoice are two separate items, but both documents are needed to help ensure you are paid accurately and on time. A price quote is given before any work is started. It details how much a project or job will cost. An invoice is provided after the work is complete.
How do I create an order from quote in Salesforce CPQ?
Click Create Order on your opportunity or quote. You can also select Ordered on your opportunity or quote and then click Save. Complete the detail fields, and then save your changes. Salesforce CPQ creates an order with order products that cover the entire quantity of all quote lines on your account.
How do you set up a quote template?
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.
What is template content in 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. CPQ Quote Terms.
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.
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.
Learning Objectives
- After completing this unit, you’ll be able to: 1. Create template content that includes tables and text. 2. Merge data from the quote and related records into template content. 3. Assemble a quote template using template sections. 4. Describe how HTML contributes to template content.
The Building Blocks of Templates
- The basic quote template you created in the last unit does a decent job of sharing quote details with the customer in a consistent manner. However, it has some significant limitations. For example, you can’t change the structure of the document. The layout is always the same, and it lacks parts of a typical proposal such as a cover page. Most businesses want more control over …
Create Content with An Html Editor
- 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. 1. In the navigation bar, click Template Content. 2. Click New. 3. Choose HTML as the type of content. Later you learn what the other types of...
Add Styling to Html
- If you followed the steps above, you now have a workable piece of template content. However, in its current state it’s going to look a little boring. Basically black and white, with no borders or shading. Before we associate your new template content with your quote template, let’s give your contact details some style, literally, using HTML styling tags. A few simple changes to the HTM…
Add Template Content to A Template
- OK, you have a beautiful piece of template content, but the question still remains: How does CPQ know which pieces of template content to use for your proposal, and in what order? The answer is Template Section records. Template sections are related to a quote template, each pointing to a piece of template content. Each section has a Display Order field used to sequence the templat…
Resources
- Salesforce Help: Merge Fields
- Salesforce Help: Supported HTML Tags for Template Content