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With Salesforce Summer Release ’23, a raft of enhancements have made their way into the Salesforce ecosystem, transforming user experience and improving productivity across various functionalities. One of the prominent upgrades in this release has been in Salesforce CPQ Plus, particularly in quote template creation. In this post, we delve further into these upgrades and the benefits they bring to businesses.
Creating Quote Templates Using OmniStudio Document Generation
Salesforce CPQ Plus has always been a powerful tool, but the Summer Release ’23 has elevated Salesforce capabilities a notch higher, particularly in creating quote templates. OmniStudio Document Generation, a significant feature in this update, has simplified the process of template creation, thus improving the overall productivity of sales reps.
In the previous versions, creating quote templates could be a time-consuming and complex process, involving multiple steps and requiring a certain level of expertise. With the latest upgrade, Salesforce has made it as simple as creating a document in Microsoft Word.
The first step involves creating a .docx file. This file can be drafted with your chosen language, formatting, and layout in which you’d like to see in your quote template. This brings a high level of customization into the process, enabling you to create templates that align perfectly with your business’s unique requirements.
The next step is the addition of tokens. These are placeholders in your document that will eventually be replaced by real data when the template is used. The tokens can be added wherever you want the Salesforce data to appear in your quote.
Once your .docx file with tokens is ready, you can simply upload it to Salesforce CPQ Plus. The next stage involves mapping these tokens to Salesforce fields. This mapping instructs the system to replace tokens with the corresponding Salesforce data when generating a quote using this template.
With these steps, your template is ready to be activated and used by your sales reps to generate quotes. An additional convenience in this process is that sales reps have the flexibility to convert their quote documents into PDFs if required. This not only provides a better viewing experience but also facilitates easy sharing with customers.
Related Read: Salesforce Summer Release ’23 Notes – Features & Updates
Benefits of the Salesforce CPQ Plus Upgrade
The Summer Release ’23 of Salesforce has made several significant upgrades to CPQ Plus, bringing an array of benefits designed to streamline operations, increase efficiency, and boost sales.
- Simplified Quote Template Creation: With OmniStudio Document Generation, creating quote templates is quicker and easier than it has ever been before. The process is as simple as creating a Word document, adding in tokens, uploading the file, and linking tokens to Salesforce fields. This streamlined process saves time and reduces complexity.
- Enhanced Customization: The ability to customize quote templates to fit specific needs gives businesses the flexibility they need to provide unique and personalized experiences for their customers. By catering to the specific needs of each customer, businesses can improve customer satisfaction and loyalty.
- Increased Efficiency: The new upgrades in CPQ Plus significantly speed up the quote creation process. This results in a more efficient sales process, enabling sales teams to generate quotes faster, close deals quicker, and thus improve overall business performance.
- Professional Presentation: The feature that allows sales reps to convert quote documents into PDFs offers a more professional way to present quotes to customers and ensures easy sharing and access.
- Improved Sales Productivity: By making the quote creation process more efficient and user-friendly, the Salesforce CPQ Plus upgrade helps to increase productivity among sales teams. This ultimately leads to an increase in sales, improved revenue, and business growth.
- User-friendly Interface: By enabling the use of familiar tools like Microsoft Word for creating templates, the CPQ Plus upgrades reduces the learning curve and makes the system easy to use for all users.
Also read – Summer ’23 Salesforce Flow: New Features and Enhancements
Conclusion
The Salesforce CPQ Plus upgrade introduced in the Summer Release ’23 is a game-changer for businesses, promising improved efficiency, enhanced customization, and an overall boost in sales productivity. However, to truly harness the power of these advancements, continuous learning and networking with fellow professionals is crucial.
That’s why we cordially invite you to become part of our saasguru community on Slack. It’s a space where you can connect, collaborate, and grow with professionals alike, all while keeping your finger on the pulse of the latest Salesforce advancements.
