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Archana BattaArchana Batta 

What is a dynamic quote?


Can someone explain me what is a dynamic quote? And what items or information can appear dynamically in a PDF document?

Thanks & Regards,
B Archana
SandhyaSandhya (Salesforce Developers) 
Hi Archana Batta,

As you can see, there’s a lot of information to display in this PDF document. What information to include, and when or how to present it, can differ from customer to customer. In Salesforce CPQ, the PDF document is dynamic.

For example, you can hide specific columns in the line items table under certain conditions. Specific pages, sections, and even individual quote terms can appear dynamically as well. You can add to the output by attaching supplemental materials, such as product specification sheets, to get a single, concatenated PDF.

After you finalize the information to display on the quote, you generate the PDF document itself. The document is stored on both your quote and your opportunity, so others at Infinity Solutions who have internal access can open and view the quote when they need to.

I would suggest you do trailhead challenge to know more about quotes.


Hope this helps you!

If this helps you, please mark it as solved.

Thanks and Regards