Document Generation in Legacy CPQ
Document generation plays a vital role in Legacy CPQ (Configure, Price, Quote) by allowing users to create professional and customized quote and invoice files. This Knowledge Center (KC) article provides an overview of document generation functionalities in Legacy CPQ, focusing on generating quote files, configuring quote template settings, and customizing invoice template settings.
This section contains the articles describing generating quote files, configuring quote template settings, and customizing invoice template settings.
- Generate a Quote File
- Invoice Template Settings
- Quote Template Settings
- Customize Quote Templates
- Download a Quote Template
- Customize Quote Templates using Word Mail Merge
- Define the Format for Date and Number Mail Merge Fields
- Display Multiple Line Items Using Mail Merge Tables
- Add Custom Fields in Quote Templates
- Add Custom Objects in Quote Templates
- Conditional Merge Fields
- Supported Fonts for Quote Templates
- Supported Merge Fields for Quote Templates
- Troubleshoot Quote Template Issues
- Customize Quote Templates