Add Static PDFs to Your Quote Documents
- Add the Additional Documents related list and the Notes & Attachments related list to your template section’s page layout.
- Go to the quote template where you want to include a PDF.
- Choose a template section and then click Include Document.
- Choose the PDF you want to include.When sales reps create a quote document that includes this section, they see the PDF where you included it.
- To include publicly accessible documents, click New AdditionalDocument in the Additional Documents related list.Important Salesforce CPQ does not support including publicly accessible documentsif they’re already in a customer’s Salesforce org.