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sf cpq su 20

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Title of test:
sf cpq su 20

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exam prep

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AVATAR

Creation Date:
15/09/2020

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Universal Containers (UC) created a Custom Action called Add Subscriptions and a Search Filter for Products flagged as subscription Products.How can UC ensure that sales reps are restricted to subscription Products when the reps click on the Custom Action called Add Subscriptions? Set the Filter value on the Add Subscriptions Search Filter to True and mark the Hidden checkbox on the subscription Search Filter to True. Remove the Subscription flag from the Product’s Search Filters Field Set. Remove the Subscription flag from the Product’s Search Results Field Set. Set the Filter Value on the Add Subscriptions Search Filter to Hidden.
The sales operations team at Universal Containers used the Create Order button to generate an Order with only half of the available Quote Lines and then the team selects the Ordered checkbox.What updates should the sales operations team expect? An Order without Order Products is created. A second Order is generated with the remaining Quote Lines. An error is thrown informing the user an order already exists. The existing Order is updated with the remaining Quote Lines.
Universal Containers (UC) wants to organize quoted products representing different project milestones with Quote Line Groups in the Quote Line Editor. When the customer accepts the Quote, UC wants the sales operations team to generate a separate order per Quote Line Group. Leverage Salesforce automation to select the Order by Quote Line Group filed on the Quote. Create a procedure where Sales Reps enter notes on each Quote Line to indicate which products belong on the same Order. Create a Validation Rule that prevents an order Product from being created on an Order representing the wrong milestone. Leverage Salesforce automation to set the Ordered By filed on the Quote to a picklist value that represents a custom Quote Line field.
UC sells Product A with a tiered pricing model using a discount schedule with three discount tiers. They signed an agreement with their client ACME Tools that give this client a 50% discount on Product A with a flat rate for next calendar year.Which set of actions would meet these requirements? Create a price book specific to ACME Tools with a price book entry at half the price for Product A and create a workflow rule that assigns this price book to all opportunities for ACME Tools. Create a price rule that clears the discount schedule and injects 50% into the Additional Discount field on the quote lines for Product A when the account associated with the quote is ACME Tools. Create a discount schedule with a single discount tier at 0% discount and associate it with a contracted price giving 50% discount to Product A on the ACME Tools account record. Create a price rule that applies the 50% discount to the list price and injects it into the Customer Price field on the quote line when the account associated with the quote is ACME Tools.
A sales user generated a Renewal Opportunity with Opportunity Products by using the Renewal Forecast checkbox on the Contract. Near the end of the Contract, the sales user navigates to the Renewal Opportunity and uses the New button from the Quotes Related list. The sales user notices the Renewal Quote is missing some of the renewable Products. Preserve bundle structure on the Contract is set to True. What are two ways a sales user should generate an accurate Renewal Quote? Clone the original Quote and update Quote Type to Renewal. Clone the original opportunity using the clone with Products button and use the New Quote in the Quote related list. Create Renewal Quotes using the Renewal Quoted checkbox on the Contract. Create Renewal Quotes using the Renew Contracts button from the Account's Contract Related list.
Universal Containers (UC) has products that will only be utilized as Product options inside five different bundle products. When a user adds products to the Quote line Editor, UC wants:*Bundle products to show in the Product Selection page.*Products that are Product Options of the bundles to be excluded from the product selection page. How should the Admin set up the bundles? Select the component checkbox on any Product that is a Product Option for the bundles. Select the bundled checkbox on each Product Option and mark the Product inactive. Select the selected checkbox on each Product Option and mark the Product inactive. Select the Hidden checkbox for any Product that is a Product Option for the bundles.
An Admin is creating a Product Rule with an Advanced Condition.How should the Admin reference a specific Error Condition record in the text of the Advanced Condition field? API name of the field in the Tested field. Salesforce ID of the Error Condition record. Value of the Index field. Value of the Condition # field.
Universal Containers (UC) sells a Product in four geographical regions that comes in 10 colors and four sizes. Instead of having a separate SKU for all combinations, UC needs the sales reps to specify location, color, and size during configuration.What CPQ functionality can UC’s Admin leverage to meet this requirement? Configuration Attributes. Product Options. Product Features. Option constraints.
How can an Admin prevent users from reconfiguring a specific bundle after initial configuration? Set the Configuration Type to Disabled. Set the Configuration Type to Allowed and Configuration Event to Always. Set the Configuration Type to Allowed and Configuration Event to Add. Set the Active checkbox on Reconfigure Line Custom Action to False.
An Admin created a picklist field on the Product Option object called Picklist123 c. The Admin created a configuration Attribute related to a Product called Bundle Z whose Target Field is Picklist123 c. The Admin selected Bundle Z during Product Selection and populated a value for Picklist123 c on the Configuration Attribute and saved from configuration. The Admin noticed that when Bundle Z is reconfigured, the value populated in the Configuration Attribute has reverted.How can the Admin ensure the selected value persists in the Configuration Attribute when Bundle Z is reconfigured? Create a Workflow Rule that updates the Product Option field upon entering configuration. Create a Price Rule with Configurator scope that injects the Quote Line field value into the Product Option field. Create field Picklist123 c on the Quote Line object so the value is auto-mapped back to the Configuration Attribute when the user enters configuration. Create a Product Option formula field named AttributeMapping that returns a comma-separated string of field name and value pairs.
Universal Containers requires that all users add at least one Product Option from the Maintenance Feature to a bundle. Additionally, users must select at least one and no more than two Product Options from the Support Feature. How should the Admin set up these requirements for the users? Set Min Options for Maintenance to one. Set Min Options to zero and Max Options to two for support. Set Min Options for Maintenance to one. Set Min Options to one and Max Options to two for support. Set Max Options for Maintenance to one. Set Min Options to zero and Max Options to two for support. Set Min Options and Max Options to zero for Maintenance. Set Min Options to zero and Max Options to two for support.
UC wants to show a custom text field on their Quote Document. This field with API name Additional_Text__c already exists and is located on the Quote object.What is the correct syntax to insert this into an HTML Template Content? {ISBQQ__Quote__r.Additional_Text__c} {Iquote__r.Additional_Text__c} {!quote.Additional_Text__c} {ISBQQ__Quote__c.Additional_Text__c}.
Universal Containers offers a 50% customer discount promotion this month for Product A. The Admin decides to use a Price Rule to enable this promotion.Which set of Price Actions Should the Admin create on this Price Rule? One Price Action to inject 0.5 in the SBQQ__CustomerDiscount__c field on the Quote Line and one Price Action to inject a blank value in the SBQQ__CustomerDiscountAmount__c field on the Quote Line. One Price Action to inject 0.5 "SBQQ__OriginalPrice__c in the SBQQ__SpecialPrice__c field on the Quote Line and one Price Action to inject the text "Custom" in the SBQQ__SpecialPriceType__c field on the Quote. One Price Action to inject 50 in the SBQQ__Discount__c field on the Quote Line. One Price Action to inject 50 in the SBQQ__Discount__c field on the Quote Line and one Price Action to inject a blank value in the SBQQ__AdditionalDiscountAmount__c field on the Quote Line.
An Admin at Universal Containers has observed that the value in the Quantity field on an Opportunity Product is different from the value in the Quantity field in its associated Quote Line.Which two scenarios describe when Quote Line Quantity and Opportunity Product Quantity will be different? There is a Price Rule that changes the Quote line's Quantity on the After Calculate event. The Quote Line's Product has Asset Conversion set to One Per Unit. The Quote Line's Product has Pricing Method set to Block. The Quote Line is on an amendment Quote and has a different Quantity form its original Quote Line.
Universal Containers wants a group of users to receive Approval requests at the same time. Only one user from the group needs to respond to the Approval request. What should the Admin do to meet this requirement? Create an Approver record for each user, and a single Approval Rule record related to one of the Approvers. Using the Next Approver lookup field, sequence each Approver record to form a chain. Create an Approver and Approval Rule record for each user. Set the Parallel checkbox to true and Approval Step 1 for each rule, then add all rules to the same Approval Chain. Create an Approver and Approval Rule record for each user. On each Approval Rule, reference the same Approval Chain and Approval Conditions, and assign a unique Approval Step for each Approval Rule. Create an Approver record related to the Approval Rule, and reference a Group ID for the users who will be involved. Set the unanimous checkbox to False on the Approver record.
The EditLinesFieldSetName special field on the Quote object references a Field Set that directly controls which characteristic of the Quote Line Editor? The Quote Line fields that are visible. The fields that appear in the Quote Line Drawer. The Quote fields that may be edited. The fields that trigger a calculation event to occur. .
When creating Orders from Quotes with Salesforce CPQ, the Admin wants to separate similar Products into Orders based on the Product Family of the Products being ordered. Which two steps must the Admin perform to automatically split these types of Orders? Choose 2 answers Set the Order By field on the Quote to Product Family. Set the Order By field on the Quote Line to Product Family. Enable Allow Multiple Orders from a checkbox on the Quote. Enable Allow Multiple Orders from a checkbox in the CPQ Package Settings.
Universal Containers wants to have quantity requirements for certain Product options in a bundle. The Product Option's quantity must be multiplied by the quantity of the bundle product. How should the Admin set this up in the bundle to meet the requirement? Select the Multiplier checkbox on the Bundle. Select the Bundled checkbox on the Product Option. Select the Quantity Editable checkbox on the Product Option. Select Component as the Type field on the Product Option. .
The Admin at Universal Containers received feedback that users are trying to reconfigure bundles on renewals quotes and finding that the Configuration Attribute values are blank and must be manually fixed. This issue is not observed on new business quotes. What is the cause and possible resolution to this problem? Configuration Attributes not configured for renewals; check Preserve for Renewals on Configuration Attribute records. Preserve Bundle Structure not set up on Contract object; create a workflow rule to automatically set to true. Field mapping not set up; create field on Subscription/Asset records with the same API name as field on Quote Line. Field mapping not set up; create field on Quote Line with the same API name as the field in the configuration attribute.
An Admin wants to add a second level of categorization: groupings of Product Features in the Configurator to be displayed as tabs. Which step should the Admin take to meet this requirement? Set Option Layout to Tabs on the Product. Set and choose a Category on the Feature Set Option Layout to Tabs on the Feature Set and choose a Group on the Feature.
Universal Containers has a Product that requires a price of USD 100 and EUR 95 in the 2019 Price Book. When the Product is selected under a bundle, the price should be included as part of the bundle. How should the Admin meet this requirement? Create a Product Option record and set the Unit Price field to 100 and the Currency field to USD. Create a Product Option record and set the Unit Price field to 95 and the Currency field to EUR. On both Product Option records, set the Required field to True. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR. On the Product Option, set the System field to True. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR. On the Product Option, set the Bundled field to True. Change the Price Book Entries for the Product in the 2019 Price Book to 100 USD and 95 EUR. On the Product Option, set the Selected field to True.
UC sells a bundle with multiple options. An Admin wants to allow the user the ability to choose options and define quantity during bundle configuration. Which three values for Configuration Type will meet this requirement? None Required Allowed Configurable Disabled .
Universal Containers has a slab Discount Schedule for Product A with these Discount Tiers: Name Upper Lower Discount First Level 1 -11 10% Second Level 11 - 21 25% Third Level 21 - 50% If Product A has a List Price of $100.00, what is the Net Total for a Quote Line with the quantity of 21? $1,050.00 $1,725.00 $1,700.00 $1,575.00.
Universal Containers wants line items to be organized into pre-defined groups on the output document. The name of these pre-defined groups needs to be displayed above each group in the output to identify it. Which two ways can an Admin meet this requirement? New Quote Group field on each Product record with the associated group name Set the New Quote Group field on each Product record with the associated group name. Create Solution Groups, allowing users to group products on the Quote Line Editor. Set the Group Filed field on the Quote Template or Template Section records. Set the Group field on the Line Items type of Template Content record. .
The products sold by Universal Containers (UC) have a Product Family of Hardware or Software. Each Quote should only contain one of the Product Families. At the time of Quote creation, the sale rep is required to populate a custom picklist with the API name Family_c with values of Hardware and Software. If the sales rep selects Hardware for the Family_c field, the rep should only be able to add Products with the Product Family of Hardware to the Quote. The same premise applies for the value Software for the Family_c field. How should the Admin meet this requirement? Create a Custom Action Condition related to the Add Products Custom Action where: Target Object is Quote, Field is Family_c, Filter value is Product Family Create a Custom Action Condition related to the Add Products Custom Action where: Target object is Product, Field is Product Family, Filter Value is Family_c Create a Search Filter related to the Add Products Custom Action Where: Target Object is Quote, Target Field is Family_c, Operator is Equals, Filter Source Object is Product, Filter Source Field is Product Family, Hidden is True Create a Search Filter related to the Add Products Custom Action Where: Target Family is Product, Target Field is Product Family, Operator is Equals, Filter Source Object is Quote, Filter Source Field is Family_c, Hidden is True. .
UC sells a product which must be priced as 10% of the total of all other fixed-priced products present on a quote. Which two represent a valid configuration to meet this requirement? Choose 2 answers Pricing Method set to Percent of Total and Subscription Pricing blank Pricing Method set to Custom and Subscription Pricing set to Custom Pricing Method set to Percent of Total and Subscription Pricing set to Custom Pricing Method set to List and Subscription Pricing set to Percent of Total.
The Universal Containers Admin is creating a custom formula field, Approval Score, on the Quote Line object to calculate approval score. This field will calculate the average approval score for the Quote to determine how many levels of approval the record should go through when submitted. The Admin planned to use a roll-up summary field on the Quote object to average the Quote Line Approval Score field. The Admin received an error when attempting to create the field. The Quote object has too many roll-up summary fields. In addition to creating a custom number field on the Quote object to capture the average Approval Score, which action Should the Admin take to resolve the issue? Create a trigger to populate the average Approval Score. Create a Summary Variable and Product Rule to populate the number field with the average Approval Score. Create a Workflow Rule with a Field Update to populate the average Approval Score. Create a Summary Variable and Price Rule to populate the number field with the average Approval Score.
In Universal Containers' original implementation, all Additional Discount fields were removed from the Quote Line Editor Interface in favor of a custom field. Today, Universal Containers wants to use the out-of-the-box. Additional Discount field to apply on a Product-by-Product basis for all Products. To which Field Set does the Admin need to add the Additional Discount field? The Quote Line object's Summary Fields Field Set. The Quote object's Line Editor Field Set. The Quote Line object's Line Editor Field Set. The Quote Line Group object's Line Editor Field Set.
Universal Containers wants to update the Quantity of a Product in the Line Editor with a Price Rule. The rule should apply only for this one specific Product. What should the Admin do to ensure that the Price Rule only changes Quote Lines referencing this Product? Create a Price Condition against a Quote Line field that contains a value that is unique to the product selected. Create an Error Condition against a Quote Line field that contains a value that is unique to the product selected. Fill in the Product field on the Price Rule with the Product. Fill in the Lookup Object field on the Price Rule with the Product.
Product A is a Product Option in a bundle and has a Price Book price of $100. When Product A is selected and its quantity is greater than 10, its price falls to $50. The Admin decides to use a Price Rule targeting the Configurator to implement this price change. Which minimum set of Price Conditions and Price Actions should the Admin create for this Price Rule? One Price Condition verifying that the SBQQ ProductName c field on the Product Option object is equal to Product A. One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10. One Price Action to inject the value 50 into Unit Price field. One Price Condition using a Summary Variable counting Product A to verify that Product A is selected. One Price Action to inject the value 10 into the Quantity field. One Price Action to inject the value 50 into the Unit Price field. One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10. One Price Action to inject the value 10 into the Quantity field. One Price Action to inject the value 50 into the Unit Price field. One Price Condition using a Summary Variable counting Product A to verify that Product A is selected. One Price Condition using a Summary Variable summing up the quantity of Product A to verify that this Summary Variable is greater than 10. One Price Action to inject the value 50 into the Unit Price field. .
An Admin wants to generate one Asset record for each Quantity of a new Product. Currently, zero Asset records are generated for this Product when included on Quotes that are Contracted. Which setting should the Admin change to meet the business requirement? Set the Product field Asset Conversion picklist to One per Unit. Set the CPQ Package setting Renewal Model to Asset Based. Set the Account field Renewal Model to Asset Based. Set the Product field Asset Amendment Behavior picklist to Allow Refund.
The Admin at Universal Containers has created a Dynamic Bundle, and needs a Product Rule to limit which products are seen when configuring the bundle. Which type of Action should the admin create to ensure that only a specific set of products may be selected from the Dynamic Bundle? Default Filter Show Enable Optional Filter.
The Admin decides to use a price rule to set a default 10% discount on Product A if a client has already purchased this item. Product A is a non-subscription product. The Admin has already created price conditions to target quote lines for Product A where the additional discount fields are not populated. Which set of additional actions should the Admin take to support this prior purchase constraint? Create a summary variable counting the asset records for product A and create a price condition verifying that the quantity field the quote line is greater than the summary variable. Create a summary variable summing the quantity of product A from quote lines and create a price condition verifying that the summing variable is greater than the value 1. Create a summary variable summing the quantity of the Asset records for product A and create a price condition verifying that the quantity field on the asset object is greater than the value 0. Create a summary variable counting the asset records for product A and create a price condition verifying that the summary variable is greater than the value 0.
Universal Containers uses over 45,000 different container Product records with CPQ. When a sales rep views the Add Product page, a list of the first 2,000 Products is displayed in a disorganized manner. The product management team wants the products to display in collapsible groups based on the product family. How should a CPQ Specialist enable this functionality from the salesforce CPQ managed package configuration settings? Check the Solution Groups Enabled Checkbox, set Object to Quote Line and set Name Field to Product Family. Select Product Family in the Product Results Group Field Name field in Additional Settings Add the Product Family field to the Search Results Field Set on the Product Object. Select Product Family in the Product Search Plugin field in Plugins.
Based on the Discount Schedule and pricing details of the Cloud Storage Product, what is the calculated Regular Unit Price for the Quote Line? Quote Line field values: – List Price: $100 – Quantity: 5 Discount Schedule field values: – Type: Slab – Discount Unit: Percent Discount Tiers: $500.00 $450.00 $480.00 $470.00.
A Quote Template has Template Sections related to these types of Template Content: - Template Top - Line Items - HTML - Quote Terms The Admin has associated these Template Content records to four Template Sections. Which three statements are valid about these types of Template Content? (Choose three.) Template Top and HTML are fully code-customizable Line Items are either displayed as Standard or with Price Dimensions. Template Top is the only section that can show Billing/Shipping info. Quote Terms can be dynamic if Term Conditions are defined Line Items can be coded into an HTML section.
Northern Trail Outfitters (NTO) wants to reflect future renewals in its forecast pipeline as soon as the current Contract is created. Some customers will require changes to existing Contracts during the Contract Term. NTO wants the Opportunity pipeline to reflect this as soon as these changes are applied. What should the Admin configure to meet the requirement? Automate renewal forecasting with a Lightning Quick Action on the Opportunity. Automate setting the Renewal Forecast checkbox on the current Contract upon creation. Automate setting the Renewal Forecast checkbox and Renewal Quoted checkbox on the current Contract upon creation Automate setting the Renewal Quoted checkbox on the current Contract upon creation.
While making changes in the Quote Line Editor, sales reps have mentioned that clicking the Calculate button after each set of changes is too slow. Management has asked the Admin to streamline the Quote Line Editor so calculations occur automatically after each change is made. What Managed Package setting should the Admin enable to meet this requirement? Enable Quick Calculate Calculate Immediately Use Inactive Prices Use Legacy Calculator.
At Universal Containers, the Fulfillment team requires that Order Item dates reflect when orders are created, rather than Quote Line start dates, because there can be gaps between anticipated versus actual start dates. At the same time, the Account Management team wants to ensure that all items from one order appear on one contract. What are two ways the CPQ Specialist can meet these requirements? (Choose two.) Set package Contracting Method to Single Contract. Set Order Product Date to Today when the record is created using Process Builder. Set package Default Order Start Date to Today. Set Contracting Method on the Order to Single Contract.
Universal Containers wants to ensure that information in custom fields provided on original Quote Lines should also appear on Quote Lines for the Renewal Quotes. How should the Admin set up this data flow? Renewal Quote Line values are automatically mapped from original Quote Lines. A twin field should be created on both the Asset and Subscription objects to bring back to Renewal Quote Lines. A custom formula field should look up through the SBQQ_Source_c Quote Line lookup to the original Quote Line. A Price Rule should be created to pull the value from the original Quote Line and populate the Renewal Quote Line.
The Admin at Universal Containers recently created a new custom field referenced on the Target Field on a Price Action in a Price Rule. While testing the Price Rule, the Admin noticed that the Price Action failed to populate the custom field. The Admin checked the CPQ Package Setting and noticed that the Triggers Disabled checkbox was checked. After unchecking Triggers Disabled, the custom field still failed to populate. How can the Admin ensure this custom field can be referenced by the Calculator? The Admin must reference a standard CPQ field because custom fields are unsupported with Price Rules. Revoke the Advanced Calculator and re-authorize the Calculation Service. Rename the custom field label, then recreate the Price Action to reference the new field label. Re-execute the Post Install Script in Package settings to ensure the Calculator Referenced Fields are up-to-date.
Universal Containers (UC) licenses shipping software that is sold for a fixed price based on each quantity tier as seen in the table below. For example, buying eight licenses would cost a total of $1,800 rather than multiplying unit price by quantity. Further discounts on this product are unavailable. licenses Price 1-5 $1000 6-10 $1800 11-20 $3000 20-50 $5000 50+ $8000 Which three steps should the Admin take to set up this pricing? Choose 3 answers Set Pricing Method to Fixed Price on the Product record. Set Non-Discountable to True on the Product record. Create a Slab Discount Schedule for the Product for each quantity tier with a different discount for each tier. Set Pricing Method to Block on the Product record. Create Block Pricing records on the Product for each quantity tier with a different discount for each tier.
Universal Containers (UC) has a Product family called Software. When a Configuration Attribute in the bundle is set to Perpetual, UC wants to Hide all Products with the Product Family called Software. The Admin has created a Product Rule with a Configuration Rule. Which additional supporting records should the Admin configure so the Product Rule meets this requirement? An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action should Hide each Product. An Error Condition should compare the Product Family value on the Product Option record. A Product Action should Show all Products with Product Family other than Software. An Error Condition should compare the Perpetual value against the Configuration Attribute. A Product Action using the Filter Field should Hide the Products. An Error Condition should check the Product Family value on the Product Option record. A Product Action using the Filter Field should Hide the Products.
An Admin at Universal Containers has hidden the prices of Products on the Configure Products page. How should the Admin make the prices visible again? Go to the Product Option object's Unit Price field and add visibility to its Field-level security. Go to the Product Option object's Option Configuration Field Set and add the Unit Price field. Go to the Product Option record and check if the Default Pricing Table field is set to Standard. Go to the Product Option record and check if the Price Editable field is False.
How should the Admin ensure Universal Containers' users can generate output documents in Microsoft Word format? Create duplicate Template Sections in Microsoft Word format. Set the Allow output Format Change checkbox on the Quote Template. Set the Allow output Format Change checkbox on each user in user Settings. Create a second Quote Template in Microsoft Word format.
Universal Containers (UC) has an approval structure that involves both the Deal Desk and Finance teams. UC wants to send both Approval requests simultaneously when a Quote is submitted to reduce the time for Quote approval. Which Approval type best suits UC's needs? Native Approvals; multiple Approval steps can be set up with the same Step Number to send Approval requests in parallel. Advanced Approvals; multiple Approval Chains can be set up to send Approval requests in parallel. Native Approvals; multiple Approval Processes can be set up to send Approval requests in parallel. Advanced Approvals; multiple Approval Steps can be set up in a single Approval Chain to send Approval requests in parallel.
Universal Containers sells a bundle Product which contains many Features and Options. Users report that the bundle is difficult to configure due to a significant amount of scrolling to find the desired Features and Options. What are three ways the Admin can adjust the design of this bundle to reduce scrolling in configuration? Choose 3 answers Set System to True on the Product Options to be excluded from the configurator. Set Option Selection Method to Add on the Product Features. Group the Product Features of the bundle into tabs using the category field. Change Option layout to Tabs on the bundle Product. Change Enable Large Configuration to True on the bundle Product.
After installing the Advanced Approvals managed package, which object is enabled out of the box to leverage all Advanced Approval functionality? Core Salesforce Quote object CPQ Quote Line object Opportunity object CPQ Quote object.
UC has a series of required PDF documents that need to be attached to their output document when generated. These PDF files are already stored in Documents. What should the Admin do on the Quote Template to meet this requirement? Reference each PDF Document in Custom Template Content records. Select the correct Documents Folder from the Documents field on the Quote Template Create a new Additional Document on the Quote Template for each PDF document Create a new Template Section for each PDF document.
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