After we finalize our quote, Salesforce CPQ lets us create a document for it, and then send the document to our customers. Salesforce CPQ lets us customize the document creation and management process. We could use the easy-to-configure Quote Templates, Quote sections and Quote Terms which are not only easy to use across different quote documents but also reusable.
In the video, we would look in detail about creating quote documents, and utilize the capabilities of templates, quote sections and quote terms to enable Sales a Reps to send an accurate and professional quote document to the Customers.
Here is agenda of session
- Overview of Document Generation
- Template Content
- Types of Content
- Line Items
- Quote Teams
- Additional Documents
|Date : JAN 27, 2021 9:00 AM EST (7:30 PM IST )|
Where : https://youtu.be/SvufFatnb3E
Learn & Win
In addition to this, All Apex Hours CPQ attendees are eligible to win the following
- 10 Udemy course voucher for Mastering Salesforce DX
- 5 Lightning web components course Vouchers
If you missed the initial session then please check our Salesforce CPQ Playlist for recording and check our all Salesforce CPQ Training sessions detail from here. Please help us to spread the words with #ApexHoursCPQ
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Amit Chaudhary is Salesforce Application & System Architect and working on Salesforce Platform since 2010. He is Salesforce MVP since 2017 and have 17 Salesforce Certificates.
He is a active blogger and founder of Apex Hours.