Steelbrick CPQ Quote Template Notes

Creating Quote is a very important functionality in the CPQ Steelbrick. Quote consist of number of products ordered and cost of the products.Steelbrick provided option to customize the template.
Steelbrick provided below features to customize templates :
  1. An HTML toolbar that is used to edit and format the template.
  2. Template sections that is used to control display order of the sections.
  3. We can Repeat header and footer
  4. Visualforce inclusions for your custom code
The template editor consists of two primary layout components:

Sections: Blocks of information that contain one or more pieces of template content. Examples include Template Top, Line Items, and Template Bottom.

Content: The actual quote-specific information that is stored within a given section. For example, the Template Top Section could contain the Prepared For, Prepared By, Quote #, Date, Expires On, Contract Start, and Contract End Content.
Find the below Sample Quote.
Steelbrick CPQ Quote Template
Steelbrick CPQ Quote Template

We discuss creating template and template sections in the CPQ Steelbrick.

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