In the fast-paced world of sales and commerce, effective communication is key. For businesses to succeed, they must be able to provide their potential clients with clear and professional quotes. Quote templates play a vital role in this process, streamlining the creation of accurate, consistent, and visually appealing quotes. In this blog, we will delve into the world of quote templates and explore how to elevate their functionality using sections in Salesforce CPQ (Configure, Price, Quote)
What is a Quote Template?
A quote template is a document used by sellers to communicate the prices of the goods or services requested by a buyer. It is usually sent to a potential customer after an initial request for a quotation.
Pre-requisite before creating a Quote template for business
Make sure your Salesforce org is enabled for Salesforce CPQ.
Install the Salesforce CPQ package in your Salesforce org.
After installation, configure the CPQ settings in your org. This includes setting up products, price books, and other CPQ-related configurations.
Configure the quote line editor to specify which fields and information should be included when users create quotes.
Configure and customize the quote templates according to your branding and communication requirements. This involves defining the layout, logos, fonts, and styles.
Create Your First Quote Template In Salesforce CPQ
Open your Salesforce CPQ org. Let’s make a new quote template that will be the foundation for your work in later units. You start by navigating to the Quote Templates tab.
In the navigation bar, click Quote Templates and click New.
For Template Name, enter Avenoir Proposal, Check Default.
For Company Name, enter Avenoir Technologies.
For the Company Slogan, enter Always Winning!
For Company Phone, enter (650) 555-1212.
In this example, you skip the rest of the company information section, but in real life, it’s smart to include everything so it’s there when you need it.
For Shading Color enter CCEEFF. This is the hex code for a nice shade of blue that will help distinguish your new template from the existing one. Click Save.
Template Content
Create template content to store specific data or text to insert into your quote sections.
Type of Template Content
○ HTML
○ Line Item
○ Quote Term
○ Custom Content
○ Template Bottom
○ Template Top
Create template content with Template Top
Use Salesforce CPQ’s standard top content for the quote template, including logo, street address, and ship to or bill to details.
Create your first template content with HTML type
Select this option for any combination of dynamic fields, such as merge fields or formatted text (bold, bullets, and so on). This process uses an enhanced WYSIWYG editing toolbar to automatically insert the correct HTML tags in your content. Like Adding Some Extra field We are Adding Gst Field here which is a Custom field On Quote.
Create template content with Line item
To create a template for your content, including line items, you can have full control over
font styles and font colors to make your quote template look exceptionally polished and professional.
Create template content with Quote term
A Quote Term record represents one piece of the overall terms and conditions you want to appear in the proposal. CPQ assembles the individual quote terms in a block wherever you want to put them in the template, like right above the signatures section.
Create template content with Template bottom
Use Salesforce CPQ’s standard bottom content for the quote template, including notes, dates, and final signature information.
How to relate quote template and template content to each other
Sections
Sections are blocks of information that contain a piece of template content. For example, you can create a template section record to handle the styling and positioning of your quote's line items. In this case, populate the section's Content field with a lookup to the template content you associated with your quote lines.
Let’s See how to use Section in between Quote Template and Template Content
Navigate to the section of your system or application where you can access quote templates and related records.
Within the quote template-related record, locate the option to create a new section. Click on this option.
Once you've clicked on "New Section," you'll be directed to a page or interface where you can input the content for the template.
Add the desired content to your template. You can do this by typing or pasting text into the designated text fields or areas.
Like that Add template Content through Section.
Preview your quote template
Start by accessing the "Quotes" section.
Once in the "Quotes" section, select a specific quote from the available options by clicking on it.
After clicking on the chosen quote, proceed to the next step by clicking the "Preview Document" option.
In the "Preview Document" section, you will be prompted to choose a template for your document. In this case, select the "Avenoir Proposal" template.
Now you Can See your Quote template PDF -
Conclusion
Effective quote templates are indispensable in modern sales and commerce. With Salesforce CPQ and the strategic use of sections, businesses can streamline their quoting process, enhance their professionalism, and present clients with visually appealing, error-free quotes. By leveraging the power of sections, you can take your quote templates to the next level, offering a superior experience to both your sales team and your customers.
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Reference
Blog Credit:
S. Yadav
Salesforce Developer
Avenoir Technologies Pvt. Ltd.
Reach us: team@avenoir.ai
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