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  How do you send a PDF quote to a customer with Salesforce CPQ?

  Posted by Ratnesh on September 24, 2020 at 7:16 AM

  How do you send a PDF quote to a customer with Salesforce CPQ?

  Aditya replied 5 years, 8 months ago 2 Members · 1 Reply
• 1 Reply

• 

  Aditya

  Member

  September 24, 2020 at 9:14 AM

  1. Go to a quote record and click Generate Document.
  2. If the Document Language setting is available, choose a document language. …
  3. Choose an output format. …
  4. Enter a document name. …
  5. Choose any other documents you want to add.
  6. Choose one of the following actions