Create Quotes
- Creating Opportunities in SalesforceThe CPQ process begins as soon as you create an opportunity.
- Creating Quotes from Opportunities
CPQ provides you the capability to enter necessary information via a user-friendly interface to prepare a quote/proposal request or a draft.
- Cloning Existing QuotesYou can clone the existing Quote/Proposal using the Clone button on the Quote detail page.
- Creating Quick QuotesYou can use the Quick Quote mode to quickly select numerous products from the product selection page directly from an opportunity with just one click.
- Including Product Footnotes in Proposal DocumentsProduct footnotes enable you to dynamically include static footnote content in your quote/proposal documents, based on the products that are included in the quote.
Displaying Quote Name in the Application Browser Tab
CPQ shows a quote or proposal name for ease of navigation through the browser tabs.
- It shows the Quote/Proposal name when you are on the Catalog page, Installed Products page, Attribute/Options page, Cart page, Analyze Quote page, and Proposal Document Generation page.
- It shows the Collaboration ID in the browser tab for a Quote Collaboration Request.
Displaying CPQ Quote ID in the Application Browser Tab
When you create a quote/proposal, CPQ is used to autogenerate a Salesforce Quote ID. To improve the user experience you can see a new CPQ-specific Quote ID in the browser tab. On the following pages, CPQ shows the browser tab name according to the name of the quote/proposal: Catalog, Installed Products, Options or Attributes, and Analyze Quote.
Displaying Quote/Proposal Names instead of Numbers
CPQ displays the name of the Quote/Proposal adjacent to its label at the top left corner of the page. If the proposal name is too long then you can see up to 26 characters and then an ellipsis to expand the full name. If you hover over, you can see the whole text.
You can see the proposal names on the following pages: Catalog, Installed Products, Renew, Terminate, Swap, Service Catalog, Attribute or Options, Cart Grid, Service Cart, Analyze Quote, and Compare Products.
Obsolete Quote Header Fields
CPQ does not use the following fields in any feature. They are displayed on the quote header but they are not functional.
- Grand Total
- Net Amount
- Unit Price
