-
How do you send a PDF quote to a customer with Salesforce CPQ?
How do you send a PDF quote to a customer with Salesforce CPQ?
-
1 Reply
-
- Go to a quote record and click Generate Document.
- If the Document Language setting is available, choose a document language. ...
- Choose an output format. ...
- Enter a document name. ...
- Choose any other documents you want to add.
- Choose one of the following actions
Log In to reply.
Popular Salesforce Blogs
Learn How Salesforce CPQ Can Help Accelerate Sales
Growth often brings new challenges, and in sales, one of the biggest obstacles is manual quote configuration for each client. This time-consuming task can lead…
Debug and Deployment Tools in Salesforce
Development Tools In Salesforce 1. Developer Edition Environment You may start designing and testing your software-as-a-service application right now in this online environment. Designed for…
Triggers in Salesforce - Learn All You Need to Know
What is Apex Trigger? Apex Triggers are used to refer to triggers in Salesforce. These are different and are accessible for particular tasks such as…
Popular Salesforce Videos
Data Cleansing in Salesforce and Salsa - Why it matters?
Research by Blackbaud found that 67% of data available to some nonprofits were un-mailable. That is either a lost opportunity or wasted money. This especially…
What is Salesforce Marketing Cloud?
Salesforce Marketing Cloud helps in digital marketing automation and analytics. In this video, we have provided detailed information about what is salesforce cloud and its…
Leads & Opportunities for Lightning Experience - Create and Convert Leads
Learning Objectives After completing this unit, you’ll be able to: Update a record’s stage or status using Path. Update records in the Kanban view. Use…
