Creating template content and linking quote templates
First, we need to build the content and then link the content to create the quote template. The created content, such as the cover page, customer information, signature blocks, and much more, can be reused in multiple templates. A template's content can be adjusted and displayed in a quote template, and the same content can be displayed in a completely different order in another template. Based on the content, templates are formed and template sections are how content is added:
- Quote templates define the layout of the documents that your reps generate from a quote.
- Template content is created to store specific data in the quote sections.
- Template sections are used to position and style the template content in the quote document.
The types of content
Six types of content can be generated in Salesforce CPQ:
- HTML: This is static text, with or without merge fields. This type of content is mainly...
