Generating PDF quotes using quote templates
The formatting and the content of a quote document are controlled by the Quote Template. Templates contain different sections, and both the template and sections can be customized to configure which line items are displayed, what fields and signature fields can be added, what terms and conditions can be added, and so on. Templates can contain any number of sections, and we can reuse sections between multiple templates. Quote templates contain information about quotes, quote lines, products, pricing, discounts, and much more. These quote templates can be customized and used to present this information in a professional-looking document, which can be in the form of a PDF or Microsoft Word document.
In the next subsection, let's learn how an administrator can generate quote documents in Salesforce CPQ.
Generating a quote document
To generate a quote document, navigate to any quote that you have created in your Salesforce org....
