1. Add Details
In this step of the Document Automation Wizard, begin creating your solution by adding important details such as creating a solution name, selecting a sample record pre-selected from the SBQQ Quote Master Object, and adding an option description summary.
To add details:
- In the Add Details tab, under the Add Solution Details section, enter a Solution Name.
- Select a sample Quote record, and add an optional description.
- Click Create.
