Generate and Send a CPQ Quote Document
- Go to a quote record and click Generate Document.
- Choose a document language.This picklist displays all the languages that Salesforce CPQ supports. We recommend letting your sales reps know which languages you have available for translated quote documents.Important When you want to translate a generated quote into a different language,ensure that you set a specific document language rather than Default. When you select Default,Salesforce CPQ displays only untranslated content. This means that Salesforce CPQ will notdisplay user-translated template content such as merge fields and labels with variabletranslation values.
- Choose an output format.
- Enter a document name.This name refers to the document after Salesforce CPQ saves it to its target destination and as a document record. Salesforce CPQ saves the name only when you clickSave or send it to an external application. ClickingPreview alone does not save the name.
- Choose any other documents you want to add.
- Choose one of the following actions.SaveCreates the document, saves it to its target destination, and creates a Salesforce CPQ document record.Save & EmailCreates the document and opens a page where you can attach the document to a contact record. You can copy more recipients, create an email, and attach other files.PreviewOpens a sample of your quote document. This sample appears in a pop-up window unless an administrator has enabled Full Page Preview in Salesforce CPQ’s package-level configuration settings. Salesforce CPQ does not support downloading or printing preview documents. Instead, select Save, or Save & Email, open your file, and print it from your computer.CancelCancel document creation and return to your quote record.
