I want to generate my own company quote and contract templete in Salesforce. They need to be embedded to the page. When i want to create my own quote templete, the order of the lines and logos that i wanted to add in; need to be shown on PDF.
How can i do it? Any app for that i need to install?
Best regards;
1 answer
If you are using Salesforce CPQ you will generate the Quote Template using the following instructions on the CPQ Knowledge article:
https://community.steelbrick.com/t5/Quote-Templates-Knowledge-Base/Quote-Template-Overview/ta-p/284
For contract creation this will be created off the quote object (https://community.steelbrick.com/t5/CPQ/Generating-Contract-Documents/m-p/430/highlight/true#.M382).
My recommendation would be to generate a workflow for when the Opportunity is Contracted. The action would be to set the SBQQ__QuoteTemplateId__c field on the Quote. When the Opportunity is not contracted the ID should be set to the Quote template. When contracted, null this value out to allow the Salesperson to select between your available quotes (ie Quote and Contract). If there are more templates you are trying to restrict we would have to discuss a different approach.
