-
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
Handle Events in LWC | All You Need to Know
A robust framework called Lightning Web Components (LWC) enables programmers to create web apps utilising current web standards like HTML, CSS, and JavaScript. Event management,…
How to Become a Salesforce Developer?
Salesforce, according to the producing company’s website, is “the world’s #1 customer relationship management (CRM) platform.” Their software is designed to help businesses grow by…
Salesforce CPQ: Key Features Not to Miss
In a previous article, we showed you Salesforce CPQ and its main benefits. You already know that it is a tool specialized in the sales…
Popular Salesforce Videos
What is Vlocity (Salesforce Industries) and How It Can Help You Save Millions?
Know What is Vlocity (Salesforce Industries) & How It Can Help You Save Millions with Salesforce Hulk i.e Shrey Sharma in this live webinar. Discover…
Introduction to Salesforce CMS
Salesforce CMS is a hybrid content management system, where you can curate and share content, manage multiple language versions of your content, and control who creates…
DreamTX Welcome Day 4: Skill Up with Trailhead | Dreamforce 2020 | Salesforce
If you missed DreamTX DAY 4, then live this amazing experience here, we have covered it all for you. Learn about the latest innovation on…
