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Pradeep Satpute 8Pradeep Satpute 8 

CPQ quote to one span sign

Hello,
i am working on cpq we have scenario that there should button on quote.on button click one span sign template should create.in conga sign we have option to upload document but dont want to upload document we need to use quote fields insted of document.how can achieve this.
VinayVinay (Salesforce Developers) 
You can reach out to Salesforce CPQ group on
https://trailblazers.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F93A0000009SbG for inputs on your ask.

Please close the thread by selected as Best Answer so that we can keep our community clean

Thanks,
Arun Kumar 1141Arun Kumar 1141

Hi Pradeep,

-Firstly you have to create Templete content with type html, use span tag and inside that write the quote fields name as [!quote.fieldapiname] you  want. and then make quote template.
-In related tab,   go to section related list and create a new record and in the field content choose the content template you had just created 
-Now you can use this template on button and use it on quote.

You can refer to the links below for more help.
https://trailhead.salesforce.com/content/learn/modules/quote-templates-in-salesforce-cpq

Please mark it as best answer if it helps.

Thanks!