CPQ – Quote Templates

Create Quote Document

• App Launcher
• Salesforce CPQ
• Quotes
• All – List View
• Select appropriate quote
• Generate Document
• Preview
• X – close
• Save & Email
• Send
• Reopen Quote
• Related
• Quote Documents – Related List – the document exists here

Create your own template

• Without changes you get a simple template

• Quote Template
• New
• Specify name
• Default – set it as default
• Top Margin
• Specify Company Name
• Specify Company Slogan
• Specify Company Phone
• Specify Shading Color – e.g.: CCEEFF
• Save

The new template will now be used and tested in a corresponding quota.

Add watermark

Find document ID of the watermark

Switch to Salesforce Classic

• Switch to Salesforce Classic
• + – Icon – Tabs
• Documents
• Go!
• Select document
• Select and copy the ID in the URL
• Switch to Lightning Experience

Specify watermark in Quote Template

• Quote Templates
• select appropriate template
• Edit
• Specify Watermark ID – Insert ID
• Save

Show watermark

• is not displayed by default
• Enable Watermark Shown – at the Quote

Use your own watermark

• Upload PNG file under Documents
• Activate Externally Available Image

Template building blocks

• Template contents are the building blocks/puzzle pieces
• so many template contents are created
• Templates are created from this library

Content via HTML editor

• Template Content
• News
• Select Content Type – e.g.: HTML
• Continue
• Specify name
• insert HTML accordingly
• Fields can be inserted as follows
  • {!template.SBQQ__CompanyName__c} {!salesRep.Name} {!salesRep.Email} {!template.SBQQ__CompanyPhone__c}

Possible data sources

• !quote = Quotes
• !primaryContact = Contact, which is referenced with Quote
• !salesRep = User, which is referenced with Quote
• !template = Quote template
• !document = Quote document
• Data from other sources can only be transferred to these objects via formula fields and thus integrated into the template (only !quote, !template and !document)

Add style – HTML inline CSS

Example:

<table border="1" cellpadding="1" cellspacing="1" style="width:500px;">
  <tbody>
    <tr>
      <td style="width: 35%; padding: 3px; background-color: #{!template.SBQQ__ShadingColor__c};">Prepared For</td>
      <td style="width: 35%; padding: 3px; background-color: #{!template.SBQQ__ShadingColor__c};">Prepared By</td>
    </tr>
    <tr>
      <td style="padding: 3px; border: solid black;">
        {!quote.SBQQ__BillingName__c}<br />
        {!primaryContact.Name}<br />
        {!primaryContact.Email}<br />
        {!primaryContact.Phone}
      </td>
      <td style="padding: 3px; border: solid black;">
        {!template.SBQQ__CompanyName__c}<br />
        {!salesRep.Name}<br />
        {!salesRep.Email}<br />
        {!template.SBQQ__CompanyPhone__c}
      </td>
    </tr>
  </tbody>
</table>

Add template content to the template

• Quote Templates
• Select appropriate template
• Related
• Section – Related List – New
• Specify section name
• Select Content
• Specify Display Order – Defines the order of all contents in the template – e.g. 10
• Save

Configuration can now be tested on corresponding quota.

Multiple templates in one

• when a section appears is controlled by Conditional Print Field

• Setup
• Object Manager
• Quote
• Fields & Relationships
• New
• Select Checkbox
• Next
• Select Label
• Next
• Next
• Save

Expand Picklist with the new field created at the quote:

• Object Manager
• Template Section
• Fields & Relationships
• Select Conditional Print Field
• New – Add value
• Specify API name of the new field created above
• Save

Now just create the template content. Add this to the Quote Template in the Section area and select the appropriate field in the „Conditional Print Field“ field.

Simple header

• Template Content
• New
• Select HTML
• Continue
• Specify Content Name
• Source

<table border="1" cellpadding="1" cellspacing="1">
  <tbody>
    <tr>
      <td>
        <p style="font-size: 16px">Quote {!quote.Name} v{!document.SBQQ__Version__c}</p>
        <p style="font-size: 12px; color:#D3D3D3;">Expires {!quote.SBQQ__ExpirationDate__c}</p>
      </td>
      <td>
        <p style="text-align: right;"><img height="40" src="https://developer.salesforce.com/files/awcomputinglogo.png" /></p>
      </td>
    </tr>
  </tbody>
</table>

• Save

• Quote Templates
• select appropriate template
• Edit
• Header Content – select corresponding template content
• Exclude Header & Footer – select e.g.: First Page
• Header Height – e.g.: 60 – so that it does not overlap with other content
• Save

Reverse condition

• currently header is skipped on the first page – cover page
• some quotes have no cover page
• therefore they would start directly with contact details – does not look good
• therefore header should be displayed on the first page
• Solution:
  • Create template content for the header
  • make it dependent on a formula field (checkbox)
    • Returns the opposite of „Include cover page

Create formula field:

• Setup
• Object Manager
• Quote
• Fields & Relationships
• New
• Formula
• Next
• Label angeben
• Checkbox
• Next
• Specify corresponding formula – e.g.: IF(Include_Cover_Page__c, false, true)
• Next
• Next
• Save

Add this field again per API name of the Picklist Conditional Print Field at the Template Section object! Then only adjust the template.

• Quote Template
• select appropriate template
• Related
• Sections – Related List – New
• Specify section name
• Cortent – specify corresponding template content
• Display Order – e.g.: 1
• Bottom Margin – e.g.: 0.25
• Conditional Print Field – select the appropriate field
• Save

Show offer items

• Template Content
• New
• Line Items
• Continue
• Specify Content Name
• Save

Show offer items

• Template Content
• New
• Line Items
• Continue
• Specify Content Name
• Save

• Quote Template
• select appropriate template
• Sections – Related List – New
• Select content – specify corresponding template content
• Specify Display Order – e.g.: 30
• Save

The column representations can be customized in the Quote template in the Related List Line Columns.

• Column header
• Display order – left to right
• Width (%) – all columns together i.e. max. 100
• Field name

Show columns conditionally

• Show columns only when applied
• Controlled with Conditional Print Field

• Quote Template
• select appropriate template
• Related
• Line Columns – Related List – New
• Display Order – e.g.: 70
• Field Name – e.g.: SBQQ__PartnerDiscount__c
• Width – e.g.: 10
• Select Alignment – e.g.: Right
• Specify Conditional Print Field – e.g.: SBQQ__AveragePartnerDiscount__c
• Save

Repeat procedure with corresponding fields!

If columns are hidden, missing width is added to the widest column. This can be prevented with „Discard Width When Hidden„.

Influence appearance

• Separate Line – Checkbox
• Hide On Product Options – checkbox
• Table Style – Table style (selection list)
• Hide Column Header – checkbox
• Show Discount Schedule – checkbox
• Line Sort Field – line orientation field (selection list)

Multiple line item tables

• More than just a table
  • one reduced table
  • another one with more details
• columns can be assigned with Section
• If Section is left empty, column appears in each section

Quote Line Items Group

Text formula field for separation

• Setup
• Object Manager
• Quote Line
• Fields & Relationships
• New
• Formula
• Next
• Specify name – e.g.: Purchase Type
• Text
• Next
• specify corresponding formula – e.g.: IF(ISPICKVAL(SBQQ__SubscriptionPricing__c, ""), "One-time Purchases", "Subscriptions")
• Next
• Next
• Save

Picklist Field – Quote Template

• Object Manager
• Quote Template
• Fields & Realtionships
• Select Group Fields
• Value Range – New
• Specify name – API name of the newly created grouping field – e.g.: Purchase_Type__c
• Save

Customize template for grouping

• Quote Templates
• select appropriate template
• Edit
• Specify Group Shading Color – e.g.: F3F3F3
• Specify Group Font Size – e.g. 14
• Select Group Field – API name of the field to be grouped – e.g.: Purchase_Type__c
• Save

Groups within groups – subgroups

1. Subgroup with additional field – e.g.: Product Family

• Quote Templates
• select appropriate template
• Edit
• Select Sub Group Field – e.g.: Product Family
• Save

CPQ should still sum up at least one row column.

• Related – Tab
• Line Columns – Related List – View All
• Related Column – Edit
• Select Summary Level – Sub Group
• Select Summary Function – SUM
• Save

Repeat this with further columns accordingly:

• corresponding column – Edit
• Select Summary Level – Sub Group
• Specify Sub Group Summary Label – e.g.: {0} Subtotal
• Save

Adjust sums

• Fields that can affect totals

Hide Quote Lines

Hide Quote Lines with Filters

• Example – Hide rows marked as optional

• Quote Template
• select appropriate template
• Related – Tab
• Sections – Related List – Edit at corresponding section
• Select Filter Field – e.g: Optional
• Select Filter Operator – e.g.: equals
• Specify Filter Value – e.g.: false
• Save

Custom Code

• very flexible solution with Apex and Visualforce

1. create apex class

• Setup
• Apex Classes
• New

Example:

public class CustomTemplateController{
  public string quoteId {get; set;}
  public string templateId {get; set;}
  public List<SBQQ__QuoteLine__c> lines {get; set;}
  public List<SBQQ__QuoteLineConsumptionSchedule__c> linesWithConsumptionSchedules {get; set;}
  public List<SBQQ__QuoteLineConsumptionRate__c> consumptionRates {get; set;}
  public List<Id> lineIDsWithCS {get; set;}
  public SBQQ__QuoteTemplate__c template {get;set;}
  public boolean showConsumptionSchedule {get;set;}
  public CustomTemplateController(){
    quoteId = ApexPages.currentPage().getParameters().get('qid');
    templateId = ApexPages.currentPage().getParameters().get('tid');
    lineIDsWithCS = new List<Id>{};
    consumptionRates = new List<SBQQ__QuoteLineConsumptionRate__c>{};
    showConsumptionSchedule = false;
    this.populateTemplate();
    this.populateLineData();
    this.populateCSData();
  }
  public void populateTemplate(){
    template = [SELECT Id, SBQQ__FontFamily__c, SBQQ__FontSize__c, SBQQ__ShadingColor__c FROM SBQQ__QuoteTemplate__c WHERE Id = :templateId];
  }
  public void populateLineData(){
    lines = [SELECT Id, SBQQ__HasConsumptionSchedule__c FROM SBQQ__QuoteLine__c WHERE SBQQ__Quote__c = :quoteId ORDER BY SBQQ__Number__c ASC];
    for(SBQQ__QuoteLine__c line : lines){
      if(line.SBQQ__HasConsumptionSchedule__c){
        lineIDsWithCS.add(line.Id);
        showConsumptionSchedule = TRUE;
      }
    }
  }
  public void populateCSData(){
    linesWithConsumptionSchedules = [SELECT Id, SBQQ__QuoteLine__r.SBQQ__ProductName__c, Name, SBQQ__UnitOfMeasure__c, (SELECT Id, SBQQ__LowerBound__c, SBQQ__UpperBound__c, SBQQ__Price__c, SBQQ__QuoteLineConsumptionSchedule__r.SBQQ__QuoteLine__c FROM SBQQ__QuoteLineConsumptionRates__r ORDER BY SBQQ__ProcessingOrder__c) FROM SBQQ__QuoteLineConsumptionSchedule__c WHERE SBQQ__QuoteLine__r.Id IN :lineIDsWithCS];
    for(SBQQ__QuoteLineConsumptionSchedule__c schedule : linesWithConsumptionSchedules){
      for(SBQQ__QuoteLineConsumptionRate__c rate : schedule.SBQQ__QuoteLineConsumptionRates__r){
        consumptionRates.add(rate);
      }
    }
  }
}

• Save

2. create visualorce page

• Setup
• Visualforce Page
• New
• Specify Label

Example:

<apex:page contentType="text/xml" showHeader="false" sidebar="false" controller="CustomTemplateController" rendered="{!showConsumptionSchedule}">
  <block font-size="{!template.SBQQ__FontSize__c}" font-family="{!template.SBQQ__FontFamily__c}" >
    <table width="75%">
      <table-column column-width="60%"/>
      <table-column column-width="40%"/>
      <table-header>
        <table-row font-weight="bold" background-color="#{!template.SBQQ__ShadingColor__c}">
          <table-cell padding="3px" border-style="solid" border-width="1px" text-align="left">
            <block>
              Consumption Schedules
            </block>
          </table-cell>
          <table-cell padding="3px" border-style="solid" border-width="1px" text-align="center">
            <block>
              Rates
            </block>
          </table-cell>
        </table-row>
      </table-header>
      <table-body>
        <apex:repeat id="schedulerepeat" value="{!linesWithConsumptionSchedules}" var="schedule">
          <table-row keep-together.within-page="always">
            <table-cell padding="3px" border-style="solid" border-width="1px" text-align="left">
              <block>
                {!schedule.SBQQ__QuoteLine__r.SBQQ__ProductName__c} - {!schedule.Name} ({!schedule.SBQQ__UnitOfMeasure__c})
              </block>
            </table-cell>
            <table-cell border-style="solid" border-width="0px" text-align="left">
              <table border-collapse="collapse" >
                <table-column column-width="50%"/>
                <table-column column-width="50%"/>
                <table-body>
                  <apex:repeat id="raterepeat" value="{!consumptionRates}" var="rate">
                    <apex:outputText rendered="{!rate.SBQQ__QuoteLineConsumptionSchedule__r.Id = schedule.Id}">
                      <table-row keep-together.within-page="always">
                        <table-cell padding="3px" border-style="solid" border-width="1px" text-align="center">
                          <apex:outputText rendered="{!NOT(ISNULL(rate.SBQQ__UpperBound__c))}">
                            <block>
                              {!rate.SBQQ__LowerBound__c} - {!rate.SBQQ__UpperBound__c - 1}
                            </block>
                          </apex:outputText>
                          <apex:outputText rendered="{!ISNULL(rate.SBQQ__UpperBound__c)}">
                            <block>
                              {!rate.SBQQ__LowerBound__c}+
                            </block>
                          </apex:outputText>
                        </table-cell>
                        <table-cell padding="3px" border-style="solid" border-width="1px" text-align="right">
                          <apex:outputText >
                            <block>
                              <apex:outputText value="{0,number,currency}">
                                <apex:param value="{!rate.SBQQ__Price__c}"/>
                              </apex:outputText>
                            </block>
                          </apex:outputText>
                        </table-cell>
                      </table-row>
                    </apex:outputText>
                  </apex:repeat>
                </table-body>
              </table>
            </table-cell>
          </table-row>
        </apex:repeat>
      </table-body>
    </table>
    <block>&nbsp;</block>
  </block>
</apex:page>

• Save

3. Reference Visualforce page with custom content

• Salesforce CPQ
• via Navigation – Template Content
• New
• Custom
• Continue
• Specify Content Name – e.g.: AW Consumption Schedules
• Custom Source – e.g.: /apex/c__ConsumptionSchedulesVFP
• Save
• via Navigation – Quote Templates
• Select template
• Related – Tab
• Sections – Related List – New
• Specify section name
• Content – select appropriate template content
• Specify Top Margin – e.g.: 0.25
• Specify Display Order – e.g.: 40
• Save

Use prefabricated content

• for basic information in Quote Templates

• per Navigation – Template Content
• New
• Select Template Bottom
• Continue
• Enter content name – e.g. AW Signatures
• Save
• per Navigation – Quote Templates
• Select Template
• Related – Tab
• Sections – Related List – New
• Specify section name
• Content – select appropriate template content
• Specify Top Margin – e.g.: 0.5
• Specify Display Order – e.g.: 50
• Save

Template conditions

• Offers also contain important conditions of the negotiated deal
  • e.g. return policies – are defined as quotation policies
• Quote Term Record represents a part of the general terms and conditions of business
  • should be included in the offer
• CPQ compiles quote terms into one block
  • can be inserted into the template in any way
• for each term there is a field for printing order
• each Quote Term can be displayed under certain conditions

• per Navigation – Quote Templates
• New
• Quote Terms
• Continue
• Specify Content Name
• Specify Font Size
• Save

Quote Term Template is only a placeholder. Still needs to be inserted into a template section.

• per Navigation – Quote Templates
• Select Quote Template
• Related – Tab
• Sections – Related List – New
• Enter section name
• Content – select above created or corresponding Quote Template
• Specify Top Margin – e.g.: 0.25
• Specify Display Order – e.g.: 45
• Save

Create corresponding Quote Term.

• per Navigation – Quote Terms
• New
• Print Order – e.g.: 20
• Activate Active
• Body – specify the text to be displayed
• Save

For dynamic information, appropriate field placeholders (e.g.: {!quote.SBQQ__ExpirationDate__c}) can be embedded to the quote data.

Organize terms

• with large collections of quote terms, text block can become unwieldy
• Solution: Parent-child relations between quote terms

• per Navigation – Quote Terms
• All – List View
• select corresponding Child-QT
• Parent Term – select corresponding parent QT
• Save
• repeat for further QTs

For a better clarification of the should additionally use the numbering.

• per Navigation – Quote Templates
• select appropriate template
• Edit
• Activate Number Terms
• Save

Split quota terms

• show at different places in the template
• create 2 template content records
• place them in 2 different Quote Template Sections
• Restrictions
  • Parent and Childs can be separated
  • numbering as if they were not childs
  • if a quote term is not assigned to a template content, it will always be displayed

Quote term conditions

• Show Quote Terms only for specific sales
• Create a condition under which certain quote terms are hidden

• per Navigation – Quote Terms
• select corresponding QT
• Related – Tab
• Term Conditions – Related List – New
• Select Tested Field – Specify API name of the field to be tested – e.g.: AccountSLA__c
• Select Operator – e.g.: equals
• Specify Value – e.g.: bronze, silver, gold
• Save

A parent element is hidden, then the corresponding child elements are also hidden.

• Alternatively, a summary variable can also be tested
• multiple conditions also possible
  • each condition must be true by default – field Conditions Met by default All
  • Conditions Met = Any , then only one condition must be true
  • complex conditional logic also possible – Condition1=true OR Condition2 and Condition3 = true
    1. give index field unique value – e.g.: 100, 200 and 300
    2. use these values in Advanced Condition accordingly – e.g.: 100 OR (200 AND 300)
    3. Conditions Met = Custom

Users can customize conditions

• not necessary if the rules are formulated carefully
• at the Quote Record there is a button Modify Quote Terms
  • list of assigned quote terms appears
  • with click a simple editor appears
  • saving does not change the original – CPQ creates a clone for this and assigns it to the current quote