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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

Managing Quotes or Proposals

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Adding a Link to Quote in Cart Finalize Notification Email Template

CPQ sends a notification email to the quote owner after completing the cart finalization. You configure the template of the notification email to include a link that opens the associated quote for quick access. You must only configure this feature if you are upgrading CPQ to September '22 release or later. Otherwise, if you are installing CPQ for the first time, the quote link is available by default.

To add proposal link to cart finalize notification email template

Perform the following steps.

  1. Go to Setup > Administration Setup > Communication Templates > Classic Email Templates.
  2. Select the Apttus CPQ Email Templates folder.
  3. Click SplitCartFinalizeSuccess. Click Edit Template.
  4. Copy and paste the given code into the Email Content tab.
    <!-- Apttus Config & Pricing SplitCartFinalizeSuccess Email template for sending out finalize success email @2018 Apttus Inc. All rights reserved. --> <messaging:emailTemplate subject="{!relatedTo.Name} ({!relatedTo.Id}) - Task Successful" recipientType="User" relatedToType="Apttus_Config2__ProductConfiguration__c"> <messaging:htmlEmailBody > Hi {!relatedTo.LastModifiedBy.FirstName} {!relatedTo.LastModifiedBy.LastName}, <br /> <br /> The configuration has been finalized successfully - <c:RecordLink recordId="{!relatedTo.Apttus_Config2__BusinessObjectRefId__c}" recordName=""/>. </messaging:htmlEmailBody> </messaging:emailTemplate>
  5. Click Save.
Administrator Guide
Salesforce
CPQ

December 24, 2024