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CPQ for Salesforce

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Adobe Sign ServicesAdvantage Platform AdministrationApprovals for Advantage PlatformApprovals for SalesforceBilling for Advantage PlatformBilling for SalesforceCLM for Advantage PlatformCLM for SalesforceContracts for SalesforceCollaborateComposer for Advantage PlatformComposer for SalesforceContractsConga for Google DocsConga Upgrade ProgramContract Intelligence (Standalone)CPQ for Advantage PlatformCPQ for SalesforceDeal MaximizerDigital Commerce for Advantage PlatformDigital Commerce for SalesforceDiscovery AI for Advantage PlatformDiscovery AI for SalesforceDocusign ServiceseSignature Integration with Advantage PlatformGridInvoice GenerationMix FormsOrchestrateOrder Management for Advantage PlatformOrder Management for SalesforcePartner Commerce for Advantage PlatformPartner Commerce for SalesforceQuote GenerationSign for Advantage PlatformSign for SalesforceSmart SearchTurboEnginesX-Author for Contracts 1.0 (Classic)X-Author for ContractsX-Author for Contracts Advanced for Advantage PlatformX-Author for Contracts Advanced for SalesforceX-Author for ExcelX-Author for Migration ManagerRelease NotesGeneral

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CPQ for Salesforce

Generating and Presenting Quotes

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Generating Quotes

This scenario guides you to generate a Quote/Proposal document based on the information you provided.

After the quote is finalized, and if any approval processes have been configured in your organization, the Approval Stage changes to Approval Required. As soon as the Approval Stage changes, the Submit for Approval button becomes available and you can submit the Quote for management approval. For an overview of the various Approval stages, see Approval Stages.

To generate a proposal document

You must ensure that the Approval Stage is Approved.

  1. Click Generate to generate a Proposal document.
  2. From Options > 1. Select Output Format, select one of the following formats:
    • DOC: To generate an MS Word document.
    • RTF: To generate a proposal document in Rich Text Format.
    • PDF: To generate a PDF- protected proposal document.
  3. Select a template from the list.
  4. Click Generate

    or

    Click Submit, if you have a large quote. Such document generation takes more time and you must refresh the page to see the generated document.

    Note:

    The Submit button is only visible if the Large Document Generation is configured in your org by the admin. For more information, see Configuring Document Generation for Quote.

The proposal document is generated and can be found in the Notes and Attachments related list. The proposal document is automatically attached to the Quote and can be viewed via the View action link. The Approval Stage changes to Generated.

You can now present the quote you generated.

User Guide
Salesforce
CPQ

February 24, 2025