Hi Everyone,

So we are currently wrapping up the implementation of Salesforce CPQ when my boss asked for proposal element to be included, aside from the quote. I thought the best course of action would be to use the objects already in place and build it into the quote object so that I can use the CPQ PDF templates and PDF generator.

Basically, I created two record types, with two different layouts, and a workflow rule to change the record type when the quote status is approved. It then dispays the appropriate fields to generate a proposal pdf instead of the quote pdf. You can select either template from the pdf generator. 

However, my boss is looking for a proposal "wizard". Basically he wants to be able to check/uncheck a box to include/exclude different sections/pages in the proposal. I can make a check box in Salesforce the clears/populates the API field values so that the values are are blank. But that leaves the question of the surrounding html/css code in the content object/pdf.  

Is it possible for you to make it so that if the API values on a page are all blank, that the surrounding HTML code becomes inactive between the page breaks? Effectively removing the page? Or do I need to find another solution? Does anyone know of another solution that works this way or the most effective method to create this?

Thanks,

Logan