Definiteness of purpose is the starting point of all achievement. Every strike brings me closer to the next home run. The most difficult thing is the decision to act, the rest is merely tenacity. And you can email that PDF to your customer like you would any other email attachment.8. Just remember: Salesforce CPQ can dynamically display several different pieces of information about your quote, quickly and easily, in a PDF document. Here’s a simple method: With the click of a button, send the quote as an email attachment using a standard Salesforce email template. Then you choose one of several ways to share the quote with your customer. The document is stored on both your quote and your opportunity, so others at Infinity Solutions who have internal access can open and view the quote when they need to. You can add to the output by attaching supplemental materials, such as product specification sheets, to get a single, concatenated PDF.Īfter you finalize the information to display on the quote, you generate the PDF document itself. Specific pages, sections, and even individual quote terms can appear dynamically as well. In Salesforce CPQ, the PDF document is dynamic.įor example, you can hide specific columns in the line items table under certain conditions. What information to include, and when or how to present it, can differ from customer to customer. Īs you can see, there’s a lot of information to display in this PDF document. Since this is the final document for your customer to sign, the PDF includes appropriate signature blocks. Depending on the products and services being quoted, you sometimes provide additional specification documents for review. If prices and discounts also have totals and subtotals, they display in summary below the list of products and services.Īny important terms and conditions are also in the PDF document. Infinity Solutions wants your customer to sign the quote electronically for a faster sales cycle.Ī typical PDF quote contains a list of products and services you’re quoting and the prices and discounts on those items.Infinity Solutions wants to provide accurate information to your customers, and wants to give them that information quickly in a standard format.Your customers want a breakdown of prices and totals of those items.
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