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iuliu vostinar が「Salesforce CPQ」で投稿

Hello all, 

My very first request for help here.  

Scenario: 

Every product I have in CPQ has a related pdf specification document. 

The sales rep wants to be able to see the list of these specification documents every time he wants to generate a document (by clicking the Generate Document button). Basically, in the Additional Documents he wants to see at least the specification documents related to the products added to the quote. 

So in the end the quotation will contain all the selected documents selected from the Additional Documents section. 

Any idea? 

 

Thank you, 

J

1 件のコメント
  1. 2020年11月19日 12:19

    Of course, now that I posted the question, I think I just nailed it.

    In the Quote Templates Related Lists there is the Additional Documents list.

    Adding there the documents needed answers my question.

    However, do I have any limitation on the number of documents I can add in this section?

    And any easy way to add some 60 documents at once or at least in an easy way?

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