Changing Output Formats Of Quote Documents

- Sumedha Sharma

By default, Salesforce CPQ generates PDF quotes documents. Users can choose between PDF and Microsoft Word.doc output on the Generate Document page when you add an option to their user profiles.

To let your users change the output format of Quote Document, follow the steps given below:

  1. Go to Setup -> Home

  2. In the Quick Find Box enter Users and select Users.

3. Choose the User whose settings you want to change. In this case, Chatter Expert.

4. Now, search for the check box Allow Output Format Change.

If you can find this option, go to Step 8.

Otherwise, proceed to the next step.

5. Go to Setup -> Object Manager -> User. Click User Page Layout & select User Layout.

6. Here, in the Quick Find Box enter Allow Output Format & drag that option in the Additional Information section as shown below.

7. The Additional Information section should look like the image shown below, & click Save.

8. Now go back to the User whose settings you want to change & click Edit.

9. Scroll down to the Additional Information section & check the box of Allow Output Format Change.

That's all there is to it!

You modified the Output Formats of a specific user's Quote Document.

The Output Format field is visible on this user's Generate Document page.