Quote/Proposal System properties.
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 Order
|Select 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 Name
|Enter 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.
|Select this setting to enable apex code to bypass record sharing.
|Clone With Approval Status
|Select 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 Status
|Select 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.
|Enter the name of the static resource to override CSS on the Proposal document generation page.
|Custom Doc Gen URL
|Enter the custom URL that is accessed when using the custom button on the DocGen page.
|Default Opportunity Quote Owner
|Enter the owner name to set the default owner for the quote/proposal created from an opportunity. Valid values are:
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
If not set, Quote Owner becomes the owner of the new agreement.
|Default Template Name
|Enter 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:
Any variable prefixed by ':' represents a field on the Proposal object.
Example of a proposal document name using the default naming convention: SOW_Regenerated_SOW ABC_2019-08-07
|Email Template For Presenting Proposals
|Enter the name of the email template that must be used for presenting proposals.
|Enable Document Preview in DocuSign App
|Select this checkbox to enable document preview in DocuSign application.
|Enable Fast Doc Gen
|Select this setting to enable the automatic generation of the proposal document upon the click of the Send Proposal button on the Quote Details page.
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 Security
|Select this setting to enable users to apply security settings to PDF documents and protect them with a password.
|Enable Proposal Email Editing
|Select this setting to enable editing of the Proposal email template.
|Enable Proposal Summary
|Select this setting to enable the proposal summary object.
|Enable Submit Merge Call
|Select this setting to submit merge calls for processing. If this setting is enabled, the Submit button is displayed during document generation.
Select this setting to disable buttons for Select Attachments / Recipients.
|Enter 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 Threshold
|Enter 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.
|Sort Documents Descending
Select this setting to sort the generated documents on the Doc Gen page in descending order of Created Date. Enabling this, CPQ previews the document that was generated last.
If you are upgrading from the May '22 or September '22 to February '23 Preview release of CPQ, you must remove the APTS_SortDocumentsDesc admin setting. The admin setting is no longer supported. For more information, see Configuring Admin Settings.
|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.