Salesforce CPQ Quote Template

Updated:

February 26, 2024

⏱️ 4 minutes

In today’s fast-paced sales environment, the ability to generate accurate and professional quotes quickly is a key differentiator for successful businesses. This blog explores how Salesforce CPQ (Configure, Price, Quote) enhances the quoting process with dynamic and customizable templates, offering a streamlined solution for sales teams. Here’s what you’ll learn:

Dynamic Quoting: Discover how Salesforce CPQ automates the creation of personalized quote PDFs, making it easier for sales reps to deliver professional proposals.
Key Concepts and Features: Understand the essential elements of CPQ quote templates, including template control, customization, and the organization of quote documents.
Template Line Columns and Item Print Options: Learn about the flexibility in displaying important quote information through customizable columns and print options.
Efficient Document Management: Find out how to efficiently generate, send, and manage CPQ quote documents with options for batch processing and output format selection.

Let’s get started!

CPQ Quote Templates

Salesforce CPQ provides out-of-the-box dynamic quoting functionality that allows the sales reps to customize quote PDFs. A professional-looking proposal can be generated in a few clicks by merging all the data into one of the customized templates.

For example, a special section can be included on a quote template for a customer who purchased a subscription product, whereas a customer without subscriptions will not see this special section. This is dynamic quoting in Salesforce CPQ.

Key Concepts and Features

The Quote Template controls the formatting and organization of the quote document.
The presentation of individual content records, for example – line items, signature fields, and terms and conditions can be customized on the quote template sections.
A given template can contain any number of sections in any order. These sections can be reused between multiple templates.
The actual information stored in a section is called Template Content.
For example, a Shipping Information section contains content records for Prepared For, Prepared By, Quote #, Date, Contract Start, and Contract End.

Template Line Columns

The quote template can be organized with columns that represent quote line fields. These columns help show important field values on the quote document. Line columns can be created from the Line Columns related list on the quote template record.
For example, a quote document can have two columns, one that shows quantity values for all line items and the other that shows unit price values for all line items.

Key Fields

Alignment: This determines how column labels and values are aligned (Left, Right, Centre).
Display Order: The order in which the column hosting this field is displayed.
Field Name: Specify the API name of the field on the Quote Line object to be displayed in this column.
Roll Up: Indicates whether this field should be rolled up into the master line and is only applicable if a roll-up field is specified on the quote template.
Section: Specify the section to which this line column applies.

Line Item Print Options

Group Fields: Select this field to organize your line items by the value of your chosen field.
Hide Component Products: Select this checkbox if component products with the Component enabled should not be printed on the quote documents.
Number Terms: Select this checkbox if the quote terms rendered by this template should be numbered.
Show Bundled Products: Select this checkbox to show quote line items that have their Bundled fields selected on documents created from this template.
Show Discount Schedule: Choose how to display discount schedules on the quote document.

CPQ Quote Document Management

Generate and Send a CPQ Quote Document

Select a quote record and click “Generate Document”.
Choose an output format – PDF or Microsoft Word .doc.
Add a document name.
Choose any other documents that you want to add.
Select any actions – Save, Save and Email, Preview, Cancel.

Enable Batch Document Generation

The creation of a quote document and sending it to the quote’s primary contact can be automated in Salesforce CPQ by enabling batch document creation in your org’s package settings, which is a one-time step.

Change Output Format

The CPQ quote documents are generated in PDFs by default. However, a setting “Allow Output Format Change” can be added to a user profile that lets users choose between PDF or Microsoft Word doc output on the Generate Document page.

Use Case 1

A company that sells subscription and non-subscription products want to streamline the quoting process to reduce the time spent customizing the quote document for different customers based on the product selection. The business has asked the administrator if there is a way to dynamically speed up the quote documentation process to represent special terms based on selected products. How can it be done?

Solution: Configure “CPQ Quote Templates”.

Reason: The CPQ Quote Templates provide out-of-the-box dynamic quoting functionality that allows the sales reps to customize quote PDFs. A professional-looking proposal can be generated in a few clicks by merging all the data into one of the customized templates. The sections, including special terms, can be dynamically shown or hidden based on specific scenarios in SalesforceCPQ.

Conclusion

In wrapping up, the power of Salesforce CPQ to transform your quote-to-cash process is undeniable. By leveraging dynamic quoting, customizable templates, and efficient document management, you can significantly enhance your sales team’s efficiency and accuracy. This not only accelerates the sales cycle but also elevates the customer experience, setting your business apart in a competitive landscape.

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