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Partner Commerce for Salesforce

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Adobe Sign ServicesAiMeAdvantage 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 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 SearchTest AuthorTurboEnginesX-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 Excel for SalesforceX-Author for Migration Manager for Advantage PlatformX-Author for Migration ManagerRelease NotesGeneralDocs by Release

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Partner Commerce for Salesforce

Quotes Management

Generating a Quote Document

As a partner sales rep, you can generate a quote document so that you can email the proposal document to the customer for their review and acceptance. The Generate Quote button is available for a quote in Draft or Approved status.

  1. Click the Generate Quote button.
  2. Select a template and format of the file to be generated. For example: DOC, PDF, or RTF.
    Note:

    The list of templates is retrieved from the APTS_Template object, where the business object is Proposal and the isActive flag is set to True.

  3. Click Generate to initiate quote document generation. A confirmation message appears and the quote details page is displayed. The quote stage moves from Approved to Generated.
    Note:

    The Generate Document for Quote API is called from the CPQ Web Service.

You can now present the generated document to the customer for their review and acceptance.

September 24, 2026