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Knowledge Center > Commerce > Zuora Quotes > Manage Quotes > Generate a Quote File

Generate a Quote File

Overview

Zuora Quotes enables a salesperson to generate customer-ready quote documents as Word or PDF files using quote template. When generating these presentation quotes, fields in the quote template are replaced with actual data on the organization, customer, product, and subscription. You can use this feature to produce a detailed, accurate, polished quote, formatted in your company's style, with a minimum of time and effort.

Requirements

Your Salesforce user profile must have the following permissions and accesses to be able to generate a Quote file: 

  • The API Enabled system permission
  • Read access to the Quote Charge Summary object
  • Read access to the Quote Rate Plan object
  • Read access to the Quote Rate Plan Charge object

See Set Permissions For Zuora for Salesforce Quotes Custom Objects for instructions on setting object permissions. 

Generate a Quote PDF

You can generate the quote PDF file before or after sending the quote to Zuora.

To generate a quote file in the PDF format:

  • On the Quote Detail page, click Generate PDF.

When you click Generate PDF, Zuora queries Salesforce and generates a PDF docuement based on the Salesforce data.

Use Salesforce profiles, page layouts, record types, and workflows to determine who can create a quote PDF and when they can create the PDF. 

Generating a Quote Word Document

You can generate the quote file in the Microsoft Word format before or after sending the quote to Zuora.

To generate a quote file in the Word format:

  • On the Quote Detail page, click Generate Word.

When you click Generate Word, Zuora queries Salesforce and generates a Word document based on the Salesforce data.

Use Salesforce profiles, page layouts, record types, and workflows to determine who can create a quote file and when they can create the file. 

Attaching a Quote to an Opportunity

You can configure Zuora Quotes to automatically attach the generated quote document to the opportunity or to the quote. The quote document file is attached to:

  • The opportunity if the quote is associated with an opportunity
  • The quote itself if it is not associated with any opportunity

To configure Zuora Quotes to automatically attach the quote document to the opportunity or to the quote:

  1. Click the Zuora Config tab.  
  2. Click Quote Configuration Settings.
  3. Click Edit Settings.
  4. Select Attach Quote PDF/DOC.
  5. Click Save.

Zuora Quotes uses the following naming convention for the quote document file. quoteName denotes the name of the quote:

  • quoteName_preview.pdf
  • quoteName_preview.doc
 
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Last modified
15:57, 8 Aug 2016

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