Including Estimates in Quote Documents

In Salesforce CPQ, you can create a document for a quote to send to your customers. If an estimate is related to the quote, you can include a breakdown of the estimate.

  • Summary of Estimate
  • Summary of Estimate Products
  • Summary of Estimate Line Sets
  • Summary of Estimate Tasks
  • Summary of Role Request
  • Summary of Role Requests Grouped by Region
  • Summary of Role Requests Grouped by Practice
  • Summary of Role Requests Grouped by Group

For more information about creating quote templates and generating quote documents in Salesforce CPQ, see the Salesforce Help.