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The Salesforce CPQ Implementation Handbook

You're reading from   The Salesforce CPQ Implementation Handbook Configure Salesforce CPQ products to close more deals and generate higher revenue for your business

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Product type Paperback
Published in Apr 2022
Publisher Packt
ISBN-13 9781801077422
Length 316 pages
Edition 1st Edition
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Author (1):
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Madhu Ramanujan Madhu Ramanujan
Author Profile Icon Madhu Ramanujan
Madhu Ramanujan
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Toc

Table of Contents (17) Chapters Close

Preface 1. Section 1: Getting Started with Salesforce CPQ Implementation
2. Chapter 1: Getting Started with Salesforce CPQ Implementation FREE CHAPTER 3. Chapter 2: Configuring Opportunities and Quotes 4. Chapter 3: Configuring CPQ Products 5. Chapter 4: Configuring CPQ Pricing 6. Chapter 5: Generating and Configuring Quote Templates 7. Section 2: The Next Stage of the CPQ Journey
8. Chapter 6: Configuring Guided Selling 9. Chapter 7: Creating Contracts, Amendments, and Renewals 10. Chapter 8: Configuring CPQ Package Settings 11. Section 3: Advancing with Salesforce CPQ
12. Chapter 9: The CPQ Data Model and Migration Concepts 13. Chapter 10: Salesforce Billing 14. Chapter 11: Understanding Industries CPQ 15. Chapter 12: CPQ Implementation Best Practices 16. Other Books You May Enjoy

Chapter 5: Generating and Configuring Quote Templates

So far, we have learned how to create opportunities, associate them with quotes, and add product configurations. We also learned how we can automate pricing and provide accurate discounts to customers. The next step is to finalize the quote, which is then sent to customers for approval and to have their signatures added. Quotes contain information about products and pricing. Reps can generate multiple quotes as per customer requirements and easily share them.

In this chapter, we will learn about generating CPQ documents. Salesforce CPQ provides out-of-the-box features to customize quote documents. Reps can send quotes to customers in an email, and we can also have third-party integrations for eSignatures.

In particular, we will be covering the following topics:

  • Generating PDF quotes using quote templates
  • Creating quote templates and template content
  • Creating template content and linking quote templates
  • ...
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