Suggested answer

CPQ Output Documents generate professional PDF or Word quotes from a Quote Template (SBQQ__QuoteTemplate__c). Structure:

1. Template Sections: Logical blocks of content — header, terms, line items table, signature. Sections can be conditional (shown/hidden based on quote field values).
2. Line Columns: Define which fields appear in the line items table and their labels. Columns can be formatted (currency, percentage, text) and conditionally shown (e.g., hide "Discount" column if no line has a discount).
3. Conditional Content: Rich text or HTML blocks that appear only when specific conditions are true (e.g., show "Enterprise SLA" section only if the Enterprise Support option is selected).
4. Grouping: Lines can be grouped by Quote Line Group for a cleaner document structure.
5. DocuSign Integration: The generated document can be sent directly to DocuSign from the quote via the "Send with DocuSign" button (requires DocuSign for Salesforce CPQ integration). The template is assigned to the Quote record type or selected by the rep, and the document is generated on-demand or automatically when the quote reaches a certain status.

Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.

Community comments (0)

No comments yet.

Sign in or create a free account to add a comment. Comments are moderated before they appear.

Plain text only, 3–2000 characters. A moderator reviews every comment before it is published.