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How do you send a PDF quote to a customer with Salesforce CPQ?
How do you send a PDF quote to a customer with Salesforce CPQ?
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1 Reply
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- Go to a quote record and click Generate Document.
- If the Document Language setting is available, choose a document language. ...
- Choose an output format. ...
- Enter a document name. ...
- Choose any other documents you want to add.
- Choose one of the following actions
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