Blog

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19
Jun
Salesforce CPQ Summer ’20 Release Features

Salesforce Summer '20 Release comes with four upgrades to CPQ that will boost your sales reps' productivity. Discover them with us.

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12
Jun
Salesforce CPQ: Quote Templates - Grouping Line Items

Learn how to organize in Salesforce CPQ the quote lines that share field values into groups and make sure that the document looks neat and is easy to read.

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5
Jun
Salesforce CPQ: Quote Templates - Filtering MDQ Products

Learn how to generate proposals in Salesforce CPQ with MDQ products hidden in the standard Line Items table by applying specific filters.

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29
May
Salesforce CPQ: Quote Templates - Creating MDQ Table

Learn to display segmented Multi-Dimensional Quoting line items in their own table on a quote in Salesforce CPQ. Follow our simple steps to implement this.

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22
May
Salesforce CPQ: Quote Templates - Adding Company Logo

Personalize your Salesforce CPQ quote templates by adding your company logo in minutes. Follow our simple steps in this blog post.

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15
May
Salesforce CPQ: Quote Templates - Adding Draft Watermark

Find out how to add in Salesforce CPQ the draft watermark to the quote documents so that they won't be confused with the completed version.

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8
May
Salesforce CPQ: Quote Templates - Adding Additional Documents

Embed standardized content like certifications or corporate overviews in your Salesforce CPQ quote PDFs. Learn the steps in our blog post.

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1
May
Salesforce CPQ: Quote Templates - Assembling a Custom Document

Learn how to assemble custom documents in Salesforce CPQ by replacing the structure of the standard proposal with customizable content. Read our blog for steps.

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24
Apr
Salesforce CPQ: Quote Templates - Conditional Pricing Columns

Discover how to use a custom checkbox in Salesforce CPQ to toggle default pricing fields on and off when sending quotes. Read our blog for more details.

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17
Apr
Salesforce CPQ: Quote Templates - Conditional Discount Columns

Learn how to hide the Discount Column on quotes in Salesforce CPQ when there are no values. Follow our blog post for setup instructions.

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10
Apr
Salesforce CPQ: Quote Templates - Adjusting Line Columns

Fix text bleeding between columns on quotes in Salesforce CPQ easily. Discover the simple solution in our latest blog post.

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3
Apr
Salesforce CPQ: Creating Quote Templates

Create accurate, professional-looking proposals with Salesforce CPQ's built-in quote templates. Learn how to generate custom templates effortlessly.

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