CPQ Quote Templates Details | Salesforce CPQ Tutorial | Salesforce CPQ Course [Updated 2024]-igmGuru
Channel: igmGuru
Date: 21/06/2023

To Know More, Visit: https://www.igmguru.com/salesforce/salesforce-cpq-training/

Salesforce CPQ, as its name suggests, is implicitly about quotes. Thus the option of creating quote templates is an out-of-the-box feature. Indeed, with Salesforce CPQ it's possible to generate accurate, professional-looking, yet customer-facing proposals with the click of a button. 

Some of the basic fields you would expect to see on a quote are the expiration date, the quote number, company information, the address, the salesperson name, the email address, the payment terms, terms and conditions or quote terms, and the signature block. Other important fields are product codes or names, pricing discounts, and net prices.  What is more, it's possible to personalize any quote with the logo of the company, your company's slogan, and branding colors. So, the quote template is about how we structure our output document. It's not the document itself, but it's the rules that determine how our document appears when we generate the PDF.