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Creating a Document Generation Template: 21 Hits
** - select the format in which all documents are generated by default. If [[adminhelp:quotesadministration:d... lity to choose in which format a document will be generated. You can only choose between DOC, DOCX and PDF fi... here because Microsoft Excel templates are always generated as XLSX files. * **Users can choose customer’s ... can select the language in which the document is generated in the **Customer’s language** dropdown menu when
Application Parameters: 19 Hits
luded in the List of Recent Items. * **Display generated documents in Recent Items**: defines whether recently generated documents are included in the List of Recent Items. * **Display quotes in Recent I... er a sequence starts over once the last number is generated. When set to **TRUE**, an error displays when the product code is generated.\\ * **Image Attributes Show Labels**: defines whether SAP CPQ display
Setup Administration: 17 Hits
ation parameters that influence how documents are generated in SAP CPQ. === Application Parameters > General Parameters === * **Display generated documents in Recent Items** - if **TRUE** is selected, the generated documents are displayed in the **Recently Viewed** list. == Application Parameters > Shopping Cart & Quotes == * **Define prefix for generated document name** - the name of generated documents
Manage Generated Documents: 11 Hits
====== Manage Generated Documents ====== The **Manage Generated Documents** section gives administrators an i... ll the documents that their underlying users have generated in SAP CPQ. The list of documents shows when the document was generated, which user generated it, the name of the file and its size. Additionally, th... ve users with privileges for viewing and deleting generated documents, have the **Manage Generated Documents*
Q Tags: 5 Hits
ent from the custom field and inserts it into the generated document. First, you need to upload the document ... age from the custom field and inserts it into the generated document. First, you need to upload the document ... anage Content Documents** and inserts it into the generated document. The template and the document must be i... anage Content Documents** and inserts it into the generated document. This tag should be used only when the d
Email Customers / Quote Acceptance Settings: 5 Hits
d have one or both options. \\ **Users can attach generated document to the Email. This option is: ** - SAP C... customer** - Set to TRUE to automatically attach generated document to opportunity. \\ **Hide option to send... tronic Quote Acceptance Parameters **\\ \\ **Show Generated Document On View Proposal:** - Admin is able to set if generated document can be downloaded from View Proposal.\\ **Show Quote On View Proposal: ** -
(Legacy) Document Generation for SAP Cloud for Customer Integration: 5 Hits
* **Attach to the opportunity** - attaches the generated document to the linked SAP Cloud for Customer Opp... * **Attach to the sales quote** - attaches the generated document to the SAP Cloud for Customer Sales Quot... - combines the previous two actions. Attaches the generated document to both the Opportunity and the Sales Qu... an action on the Quote, the system sends the last generated document to SAP Cloud for Customer. You can acces
Quote Visibility: 4 Hits
eld allows the selected user(s) to see all quotes generated in the system. \\ ===== Using Visibility Rules ... who can and cannot see the quotes that have been generated. \\ There are four groups that need cart visibil... annel Reps should see only those quotes they have generated (My Quotes) and all quotes created by their own d... t Distribution Inc. They need to view all quotes generated by those two distributor companies. In this cas
C Tags: 4 Hits
anage Content Documents** and inserts it into the generated document for each item. The name of the file must... anage Content Documents** and inserts it into the generated document. You can use this tag when there the doc... anage Content Documents** and inserts it into the generated document. This tag should be used only when the d... anage Content Documents** and inserts it into the generated document. This tag should be used only when the d
Formatting Syntax: 4 Hits
more than three headlines, a table of contents is generated automatically -- this can be disabled by includin... </HTML> PHP example: <code> <php> echo 'A logo generated by PHP:'; echo '<img src="' . $_SERVER['PHP_SELF'... php_logo_guid() . '" alt="PHP Logo !" />'; echo '(generated inline HTML)'; </php> <PHP> echo '<table class="i... /tr></table>'; </PHP> </code> <php> echo 'A logo generated by PHP:'; echo '<img src="' . $_SERVER['PHP_SELF'
Ability to Manage Documents: 3 Hits
system will include the additional files into the generated template only if these two tags are properly adde... e (with file extension) that will be added to the generated document, or define the formula that will dynamic... e selection of files that will be included in the generated file. Alternatively, select **Radio Buttons** to
User Page: 3 Hits
manage the customers added to the system, manage generated documents, administer users, companies, manage ta... stomer visibility rules is created. \\ **Manage Generated Documents |** This section allows users to manage generated documents they have created. * To delete an individual document - by clicking the **del
SAP CPQ and AdobeSign® Integration: 3 Hits
that appears on the screen after the document is generated, quote status should change from “default”, “open... it to generate the document. Once the document is generated, the email form gets displayed. The email form is... ote and go to the **Documents** tab to locate the generated quote document.\\ \\ The **Additional Info** colu
Enablement: 3 Hits
ocument via Enablement Portal ==== Once you have generated your proposal you are ready to send the proposal ... ink for the sales rep after the document has been generated will pop up. The system will show a list of avai... ocument via Enablement Portal ==== Once you have generated your proposal you should be ready to send the pro
User Journey: 3 Hits
SFDC Details: 3 Hits
Special Tags: 1 Hits
Define Table: 1 Hits
CTX Tags: 1 Hits
Sequences: 1 Hits
Companies: 1 Hits
Reports: 1 Hits
CPQC: 1 Hits
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