1

How do I download a word form of a quote template in Salesforce CPQ? I've created a quote, added lines and generated the document. On the document I've changed the document output field to "Word".

How do I download it now? Also is there an alternative way where a user can choose PDF or Word document to download the quote template?

Improve this question

1 Answer 1

Reset to default
2

To allow the user to choose the output type, there is a custom field on the user record called Allow Output Format Change. See https://help.salesforce.com/articleView?id=cpq_allow_user_output_format.htm&type=5.

I think once you enable this on your user record, you'll be able to get the Word version of the template.

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .