Salesforce CPQ Quote Template Document

[@elinegeo]

Thanks a lot for your explanation. I learned too much

[@khushbupareek8582]

Great explanation 🎉

[@brahmareddy7149]

Can I display products in table which are not added in quote?

[@SalesforceCPQ]

Use custom template section

[@brahmareddy7048]

HI I m getting a below error while preview document Error generating document: Bad Request . I m just followed your video and configured it but getting error. could you please help me with this

[@MinnieBeautyable]

I am changing the logo of my quote templates, changing the document ID but it won't show up! I am working in fullcopy and partial sandboxes and whenever I create new documents I can't see the new logo! please someone help!!!

[@SalesforceCPQ]

Check the folder where you have uploaded the document. This folder must have public access

[@MinnieBeautyable]

@@SalesforceCPQ I am creating the PDF document but when I generate the document, the old ID still shows even though I have the new logo on the new quote template. Could it be the document ID of the quote template that's triggering the old logo? please help!!

[@SalesforceCPQ]

@@MinnieBeautyable verify your document ID is correct , by mistake you might have copied old id to new template, or else you can replace the old document with new image and keep the original id on template as it is

[@adarshpatel2508]

How can I display all the attachment for product that I add to quote lines in pdf format at the end of quote pdf

[@SalesforceCPQ]

How many products have been uploaded with attached documents? I don't see any programmatic way to include the document in quote templates but you can create template section for each product and include document for each section and make sure that section should be displayed based on that product availability on quote. but this solution will work only when you have limited set of products

[@peteracedo9917]

I followed exactly what you did here except the Line Item part as it was skipped in the video. I added a section called Line item as well as Template content Line item. When I preview the document, it did not show my quote line items.

[@SalesforceCPQ]

Simply create new template content record and select type as line item. And associate that with template section

[@SalesforceCPQ]

Ok, do you products added on your quote ?

[@SalesforceCPQ]

Also make sure products are not marked as optional on quote line editor

[@franciscrump1869]

Sir, where might I get the content pasted into the template content at 9:20

[@SalesforceCPQ]

When you create new template content records then you will see those option. Like template top, template bottom etc

[@franciscrump1869]

@@SalesforceCPQ I mean where can I get the html code for the content

[@SalesforceCPQ]

@@franciscrump1869 you will have to create your own HTML code if existing template's code does not fit into your requirement. But refer those first to see how marge fields are referred in HTML code

[@SalesforceCPQ]

Check out from 7:02

[@franciscrump1869]

@@SalesforceCPQ I get that thanks was just hoping I could copy those sample html lines to create a demo

[@brahmareddy7048]

Hi Is it possible to display quote related opportunity field details in quote template?

[@SalesforceCPQ]

Create custom field on quote which reference the opportunity field (Formula field). then use it in template content

[@brahmareddy7048]

@@SalesforceCPQ Thank You , but is it possible without creating any formula field in Quote ?

[@SalesforceCPQ]

@@brahmareddy7048 no, there are limited cross reference objects are available like contact, quote, template etc

[@ginakalamaris6320]

Do you have any content based on MDQ Quote Templates?

[@SalesforceCPQ]

Not specific, but I will schedule it for future updates