Quote/Proposal System properties.

SettingDescription
Admin User

The admin user is the default owner of activities created by a user who is not allowed to be the owner (for example, customer portal user). Enter the admin user name in the following format:

Format = first name, last name

Auto Create Cart Version After Finalize

Select this setting to enable CPQ to create a new version of the cart automatically after it is finalized.

Auto Create OrderSelect this setting to enable CPQ to create an order and assets automatically when the proposal is accepted.
Auto Select Attachment?Select this setting to enable CPQ to select the most recent attachment automatically.
Auto-Select multiple recipients?

Select this setting to enable projects to specify a list of recipients that will be defaulted for eSignature.

To use this option, projects will add the DocuSign Default Recipients related list on proposals and user will select the list for each proposal.

Auto Select Recipient Field NameEnter the API name of the field which holds the value for the recipient to select automatically.
Auto Sync With Opportunity

Select this setting to enable CPQ to synchronize the proposal automatically with the opportunity when the proposal is accepted.

This setting automatically synchronizes the quote line items with the opportunity when the proposal is finalized. This setting appears only if you haveConga Quote Configuration Integration package installed.

Bypass SharingSelect this setting to enable apex code to bypass record sharing.
Clone With Approval StatusSelect this setting to enable CPQ to retain approval status on the cart and line items associated with the cloned quote/proposal.
Create Agreement With Approval StatusSelect this setting to enable CPQ to retain the approval status on the quote. When an agreement is created from the quote, the approval status on the quote is transferred to agreement line items associated with the quote.
CSS OverrideEnter the name of the static resource to override CSS on the Proposal document generation page.
Custom Doc Gen URLEnter the custom URL that is accessed when using the custom button on the DocGen page.
Default Opportunity Quote OwnerEnter the owner name to set the default owner for the quote/proposal created from an opportunity. Valid values are:

Opportunity Owner

Current User

If not set, Opportunity Owner becomes the owner of the new quote/proposal.

Default Quote Agreement Owner

Enter the owner name to set the default owner for the agreement created from a quote/proposal. Valid values are

Quote Owner

Current User

If not set, Quote Owner becomes the owner of the new agreement.

Default Template NameEnter the name of the default email template that must be used when sending emails.
Disable Opportunity Products Copy

Select this setting to disable copying of opportunity products to the quote/proposal.

Document  Naming Convention

Enter a value to apply a custom naming convention for all proposal documents at generation.

The following attributes are permitted when formulating a document naming convention:

  • %action%
  • %templatename%
  • %user%
  • %timestamp%
  • %version%
  • Proposal attributes such as %:Name%.

Any variable prefixed by ':' represents a field on the Proposal object.


If the property contains a null value (i.e., if left blank), the current default naming convention will be used: "%:Proposal_Name_c%_%templatename%_%timestamp%".

Example of a proposal document name using the default naming convention: SOW_Regenerated_SOW ABC_2019-08-07

Email Template For Presenting ProposalsEnter the name of the email template that must be used for presenting proposals.
Enable Document Preview in DocuSign AppSelect this checkbox to enable document preview in DocuSign application.
Enable Fast Doc GenSelect this setting to enable the automatic generation of the proposal document upon the click of the Send Proposal button on the Quote Details page. 
Enable File
Select this setting to enable use of Files (Salesforce). This setting also enables preview on the Doc Gen page.

After you select this setting, it is mandatory to run Migration, which moves the documents in Notes & Attachments from CPQ to Salesforce Files.

Enable PDF SecuritySelect this setting to enable users to apply security settings to PDF documents and protect them with a password.
Enable Proposal Email EditingSelect this setting to enable editing of the Proposal email template.
Enable Proposal SummarySelect this setting to enable the proposal summary object.
Enable Submit Merge CallSelect this setting to submit merge calls for processing. If this setting is enabled, the Submit button is displayed during document generation.
ESignatureStrictMode

RESERVED

Select this setting to disable buttons for Select Attachments / Recipients.

Instance UrlEnter the Salesforce instance URL.
Large Doc Process Batch Size

Indicates the number of repeating child items to process in a single batch transaction. This setting is applicable for Enterprise quotes.

The default batch size for order line item creation and order activation is 100 unique bundle lines. This means 100 unique products on the cart (each product can have multiple line items).

Large Doc ThresholdEnter a number of the line items in the proposal when exceeded indicates that the proposal is a large document. Enter -1 to deactivate the threshold.
Max Child Level

Enter the maximum level to generate the merge data for the proposal.

Merge Call Timeout Millis

Enter the timeout in milliseconds for the merge request. For example: 60,000

Merge Webservice Endpoint

Enter the Apttus merge webservice endpoint.

PDF Owner Password

Enter the password required to change permissions of the PDF document like printing or editing.

Sync Bundle Using Line Items

Select this setting to use proposal line items to synchronize bundle products. By default, CPQ uses proposal summary objects. This setting appears only if you have Conga Quote Configuration Integration package installed.

This field is not supported for the quotes where QTC Profile is set to Split. Regardless of the value of the field, proposal line items are used to sync Spilt Quote with Opportunity.

Sync Option Products

Select this setting to enable CPQ to synchronize the option products with the bundle. This setting synchronizes options with bundles when you click Sync with Opportunity for your proposal. This setting appears only if you have Conga Quote Configuration Integration package installed.