Salesforce CPQ Quote Template Document











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#SalesforceCPQ • #SalesforceRevenueCloud • Quote templates control the formatting and organization of your quote document. Each template contains sections where you customize the presentation of individual content records such as line items, signature fields, and terms and conditions. Your templates can contain any number of sections in any order, and you can reuse sections between multiple templates. Template content refers to the actual information stored in a section. For example, you can have a Content Header section containing content records for Prepared For, Prepared By, Quote #, Date, Contract Start, and Contract End. • Salesforce Help Site - https://help.salesforce.com/articleVi... • About Speaker - • Pramod R. Dhokane • LinkedIn Profile - www.linkedin.com/in/pramod-dhokane • 00:00 Introduction • 01:17 New Record • 04:56 Sections

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