CPQ Quote Documents | Document Generation | Ep18

CPQ Quote Documents Ep18
Agenda:
- Overview of Document Generation
- Template Content
- Types of Content
--HTML
--Line Items
--Quote Teams
-Additional Documents
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[@ricleitebrito13]

Great class! Your presentations are making me evolve a lot in my knowledge of CPQ. Thank you very much!

[@apexhours]

Keep watching

[@kapilmaske486]

Thank you for such detailed explanations in quote documents, very insightful

[@apexhours]

Keep watching

[@raosreenivas3766]

wonderfull., clears all clouds and good to go., i should practice more on quote templates. 💯

[@apexhours]

All the best

[@LewisSmart-p7r]

This video is a godsend.

[@apexhours]

Glad you like them

[@cricketwithpranay7759]

Thanku for this wonderful session and wonderful series ❤

[@apexhours]

Glad you like our CPQ Training

[@beatamynarska816]

Thank you very much. That is a lot of knowledge well structured! All the best :)

[@apexhours]

You're very welcome!

[@Ravi-wh9ue]

Nice video! Thank you.

[@apexhours]

Glad you liked it!

[@theyazenaqlan5280]

Well Done. Thank you!

[@apexhours]

Thank you too!

[@feidoy]

Great Vid! I was wondering if you have a video or worked with a solution that can take the SFDC quote document that is output from the quote template and send for esignature. Seems like most doc signing products want to have you use their own template editor, not the SFDC CPQ quote templates in order to use esignature.

[@asmaeelmohcine440]

Hello, Nice Video, Thank you very much I would like to know if we can add a timeline (history of sending CPQ quotes) on the page of quotes to track the shipment on the quote?

[@apexhours]

We will get back to you

[@priyankagadewar323]

Thank you for the awesome videos on cpq, can we do this plz tell me, When creating Vender order pdf ,i want Customer PO number to be printed on pdf from the confirmation orders related to the customer account.

[@namrataparanjape3658]

Nice Video! Is there a way to add the tax amount after the each product family subgroup table?

[@salesforcecouple-sudhapras7930]

Hi Namrata, Assuming you are already capturing this data for the quote line, Yes, you can add it to the quote document as a column, or if you want this printed based on condition, then you can use the conditional print field.

[@apexhours]

Let us know if this helped.

[@kindrathomas9203]

Hello, I have looked every where for the option "Allow Output format change" and I can not find it. There are hardly any videos that speak to this. I could not find it under users or permissions? Can you help me find this please? Thanks :)

[@cedrickdrice3953]

Hello, where did you add the Show_Discount__c and show on Conditional Print field?

[@PARASCHOUDHARI]

Hi Can You please Tell Me about this Issue We are unable to generate PDF for quotes Q-515490, Q-515826 & Q-515654 as we are getting below error. Error While Preview Document : Attempt to de-reference a null object error

[@edukondalut5897]

How to use quoteline object fields in Template content HTML type