eSigning Building Quote Template Made Easy

Digi sign website quote template

this conference will now be recorded so welcome to the seventh session of the series cpq specialist which is on for template but if you can just well yeah make the fully screen yeah so little bit about myself I'm Bhavna I both ago as a Salesforce concept in netherlands amsterdam i then am still have a woman in tech group i am also the founder of the chorus of certification which are attending right now i also want to be too rad woman coach i am a coach there several times now this is a little bit about myself if you want to follow me you can follow me as well as another my name is very unique so i don't need to add anything a little bit about this group so this group how it's actually born is when we were trying to restart for some some of the venetian architects certification and we thought if we are doing that much activity if i not spread it to everyone so we decided group of friends we decided that okay we are gonna run this online and in the main motive of this group is not to tell how to do things it gets like very easily available because in cpq me you can see that as a little bit exception because cpu is kind of very niche so we are even covering how but the main focus is why why not when unfair because when you know the concept you should know when and why and where you should implement I'm supported across and what responsibilities so that was the idea on which the course of certification is born we are totally ready hit by r1 we don't have any since first of all it's not an official bill but the glottis of gloves from you guys we are running strong so thanks for supporting if you want to follow us follow us on Twitter at the chorus of search you to YouTube this is the place where you can actually get all your regarding so of course subscribe to it subscribe to it it and like our videos so that we also get our little dose of motivation modification every now and then and then of course the meter because if we are running any further sections we will keep posting it over there so shine it over there along with that be you can also follow us on the success community with the same name the chorus of certification as well as we so end of the session we will share there was some good if you have not joined yet you can join it because there we this is just to our session organization but afterwards if you have to discuss anything that is a group where you can go and people can answer your query so it's like a mutual help among ourselves so this is about the policy of certification afterwards we have an awesome line of speakers and I must say that these guys are amazing because everyone is extremely busy they have a lot of priorities but they still take our time to work for community like if I talk from Gotham bottom is now exploited in Einstein cpq and marketing and here recently join a new job and has a year old kid but he still takes of time and look for the give his time for the chorus of certification and be a very thankful to them then Chicago and he's also CPU specialist and Mario bohner word specialist marketing cloud specialist and has a lot of office work had two wonderful kids but he's also supporters giving a lot of time for a CPU certification and as a speaker in deeper basics of Education then SL he's studying for CTA he is SuperDuper busy but he still takes our time and try almost he's our very regular so a lot of thanks for also then my Mohan he he not only speaks when he Allah you know other words of maintenance and training of the group so a lot of thanks to man Mohan as well and one of the speaker we don't have mentioned here because he is not speaking in city of specialists is having that and saying he is also a very busy person he recently got promoted and he is happy domain has increased a lot and he is also giving us time in the session so it's a very hard full thanks from my heart to all the speakers and guys I request you to appreciate all of them whenever their sessions are there whenever their sessions are not there in over social media so that they can get motivated and they can keep continuing for tributing to OD bonus of certifications so that's about our speakers then about this exam this exam is seeking a specialist and if it is for ED main solution designer technical architect it's good to know but it's definitely an add-on they will there are like 60 multiple choice portions and the passing score is 65 percent the station pace is 200 and if you fail then it's hundred dollars and I know you are we are preparing a video submission then they already had six sessions and everything is completed today's the last session it holds seven percent of the weight edge of overall overall course and a lot of people are asking about the recording so this is last session so we need maybe three days to like make the recordings ready so probably it will be available for all of you by next weekend yes so this is seven percent of the total and you already have read all of these by a great speaker so I am NOT going through it anymore so let's quickly start with today's agenda so today's is a template and I will tell you about what and why then the components of four template where I will talk about sections line columns its content and terms then there are some other features like most fields adding image and product image to both then salesforce EPQ package configuration relators a little bit thing language then how you can have an option to generate bonus PDF or Bordeaux and then lastly the batch document generation generation and sending of documents are there this this is an overall session and most of the time I will be on in the in the Salesforce or because most of the things are for demo okay so what I will do I will so what is code template so template you guys are very well aware because we have several templates in Salesforce like email templates so template is nothing but how you organize something it's it consists of constant and dynamic information and but it's it's like it's information which you are generating but or developing again and again so you are giving that power to your users that they don't mean to type in everything again and again but just taking a four but the system will pick up the Boston and the dynamic values and generate a format so for template is when you use the information related to both at code related objects and generate it in the form of a document so that is a code template why we need it because yes we have done or everything we have done pricing we have done codes we have seen a lot of things but till the time that is not actually communicated to the customers it's not a very much useful thing so ultimate goal is always to tell the customer so that's why it's very important to have a core template now let me go to the template so this is my not most of the things you have already seen into this session what we will be focusing is on four templates template content code terms let's start with code templates yeah some weird-looking name I have created this is training sample which is a default provided in the package I will create one for you so if I click new you can see it's as usual this this page layout also has a lot of fields like any other feature in the CPQ so let me give [Music] okay so the first field is default and the default if you select that will be differently populated as the selected tablet whenever users are trying to generate this code template but they can of course select other available templates as well but this will be differently selected so if you think this is the one which your users are gonna use a lot then please select it so I'm gonna select because I'm gonna use it deployment state is there are two option in development and employed so in development means you are still working on it and it will not be visible for your user to use so till the time it's in development and you all you are actually building enough putative in development and as soon as it's ready make it deployed so yes logo document ID what a mark ID and all other stuff I will show in a while let me just first save it and it's a page with lots of information and some of it electrics Lyon section additional document so talking about the very first section of this one it's low logo document ID and watermark ID so this is about what you want to show as your gum mean your wine what you want to show as you come please document watermark ID what a mark is something which appears in the backend of the page so how you can do it you need to put heather ID for that you have to upload the documents in the document object if you do I didn't file somehow it doesn't work I tried it so what for that I have to actually go to my Salesforce classic because document tab I cannot access from lightning I'm in the class safe I will go to documents see just the same time I have actually uploaded several documents one has company logo one has company watermark which to be our economy use here so what you need to do you need to upload it once you upload it make it externally available image the size should be less then 1 and B and once you upload it you will get this ID the salesforce ID this ID you need to actually leave in your low so I edit it I put a slope ID and the same I have to do for my bottom before I save it I actually want to show you guys one more thing like I open one when you don't select anything how what d-4d CPU does is suppose I take this one has with volume so right now in my template this template nothing is selected so what it does it it has some pre the default settings so if I preview the document it will show me the predefined information but as soon as I specify my thing it will start reflecting here so now let me yet so I will be keep switching like this I will add some value and then I will show how it is reflected in your document so this was my say and now if I preview same what you can see this is what this was a company logo it's going out of proportion so you need to take care of the image size and everything but this was a company name and oh yeah what a mug is not coming so why watermark is not coming I have added it right let me see what will be the problem so the problem is if you want to use a warden on you have to come to the court and there is some people what I'm not shown that option you need to select it to see the bottom are saying even though if you do it in the template it will not show till that I mean the code somebody have selected it so now again I bring you the document and review and you can see these this was a watermark I have used sample sample so it's not showing and I am immediately developing it because it's very irritating it's not a very good for a month okay so this is about the cross-section this is something I created as develop it so I will show you later generate the name is if you're using visual force page then you have to give here that option that value now in the second section then you have this page information where you can specify the height tilted in the margins of the document so which means it will extend in the portrait section and height it will just increase in the height so the same you know there are different types of document a for portraying landscapes like those kind of documents so if like you are planning to like bring the document in that format then maybe you can change the dimension says but write the other dimensions I checked in the back end this is this is very suitable if you are using a a4 size sheet so this is our page information I will come to header and footer because I need to use another component so I will just come to come the information so this corporate information is actually company information coming from the in the second company information you are defining but if if you have not filled it up you can now edit and enter the value here as well otherwise you can if it's gonna be constant then you you should go to your company information and put all the values and whenever you will create a portable it's get automatically copied over so I am not putting anything here that is about company information page margins I told now let's let me go to I will come to each and every section but because it has dependency so I am jumping from one tie store now this is Deb later and now we'll talk about all the links in the template so line columns are nothing but when your code line items are displayed these will be the columns which will be shown you can of course add and remove values here if I just want to show you let me add something it should be in the code so I have to go to my manager and let me go to any port this code this is typically go time into and take which way looks good this will have value as well violation mate if it's already there if something has started let me take this start it so if I come here and in the line columns let me show generate to talk okay so he this is a column quantity part description unit price discount and extended you can see now what I will do I will add another one so I have to put the heading so I selected feel has started so let me start it as display order is the sequence so it's 60 so let me put 60 because I want to put the extend one at the end because extent is showing extended is showing the amount so I want to keep the amount attend and within which I have to define every said 10 and then these are style information again margins and everything so this one you guys can easily see I will just save it and extend it I will edit and make it 17 this they are okay so this was this was the table right now if I cancel it and trick you can yes so my started as game but you see the whole format has been disturbed so now to actually adjust this formatting first thing is part side width should be more because it's definitely not containing so if what I am gonna do may be little bit decrease the description one and increase the part one and then definitely I need this table to fit within this document so let me play a little bit with the width so the most idle may is your big summation should be hundred percent so that it will be contained in your document so here I haven't written so it just become under than ten what I will do I will decrease here if I 15 I will make it probably 35 because 10 I will use in started and then I find I will use in part because my part is overflowing so I just read it let me generate it again see so nice right everything is contained in the document this maybe I can increase a little bit further but you got the idea how we can play with the margins and the width for the table so that's about line items you can include and exclude information as you want you can put that line alignment as well this is when you are showing your code line items details again then let me go back to my template the second related lists for template is section in the section is actually it's it's like a section made the page layout you see right different information you want to plug in into your document so before if we create a section it has a dependency on the object template content so I will go to delete content and if you can see these are very big training is written these are predefined the information from the CPQ package these are all the information these are some some I created so I will show you how you can create different contents in it so when you click on new you can see there you get a various option like HTML line items code terms custom template template top what are the differences I will tell you right away so HTML is something if you are writing your content in HTML format so you will select HTML and if you select template bottom and template top also these are also HTML formats but why they are defined as different options because it's a very well return HTML information with almost all the things you want to put in your template it's it's like a base for you you can make adjustment in it but if you don't want to make it just a memory your requirement is totally different you can go go with the HTML but I I'm on let me explain others before so line items and code terms are actually the placeholder for other items so line items are nothing but your code line items I have shown you right in this one where we were adjusting the table so that is the line items and now you will ask me if it's already there by me to create it because that is something t4 when I don't have anything selected in section but as soon as I select them within the in the section the hole the whole thing will go off so then I need to put all the components in it so I need to create a line items placeholder as well so that the table is shown codons are the placeholder for terms and conditions when you define and this is also depend on another object so I will leave right now for this one when I will come back I will explain in details custom is something you you are writing as a visual source page so put the links there for today's our demo I will show you top or them line items and code terms basically let me start with that later so you see yeah when I click on the flat top you can see a lot of predefined information so they have your company logo company name company slogan and all other information from different objects what are objects you can have fields you can have in the template I will show as a part of much we the concept definition right now I will just show you how this works now one thing which I have seen here is if you want to add or remove any feeling just a word - although it looks easy you can type in here and you can put information but it really messes up the formatting so the most ideal way is you go to your source and then you can make changes in in your information so what I will do I just go back to the original one and I will simply selected this as my decoder first section okay and I am just leaving everything like this is save it this is the information just to be sure if you see right now you won't see this information you will not see this information now you see this information because this is the default information sorry this is the only selected so what I will do now I will add it as a section here in my template so it's section one and I select the deputy first section and display order and then this there is a conditional print field that means you can show and hide section based on certain conditions I made it back to you later then these are normal your normal of your feeds thing when you want page break stuff ensuring it needs a safe right now I have intersection let me see what happened to my purview you can see right everything just goes off so the thing for information which CPG is providing it just just vanished now only shows the content which I had placed there yes so this is how we configure section I will come later on and add a little more sections but just because I'm just going through relatedly so let let me just come to additional document section as well so if you want to open your document with any other document then you will upload that document here so again document upload you have to go to classic because you have to do it in documents go back here and I go to the documents again and if you see I have added this additional Dokken I named it as addition document so this is document already added and if you're going to add it here I will say additional document new and then I have to give its external ID here I see it as additional Dom my pre-populates from now and I want to keep it at the last order I don't want to mess up my my document template so let me just put 90 years so in between whenever we add section it will always come and then and we can also make it required or not required if we don't check this box then user will have an option to select or not select this document when they generate the document so right now I will not select because that will show you both the options how you are going to see it so let me see it's added I come back in here and click on preview yes so you can see now you have the document as an additional information about content you can add because I have not selected required users have options to select it or not select it but just for demo I will select and I mean preview it so that's a very beautiful surprise for you guys don't worry be happy that's apparent this is about additional document let me go back to my sections again and my quote template now we know of concept of line columns and we know the concept of section and how we can get section we have to create a template content so we know all of those things in the same manner I will now create a header content so what is the difference between what you do in the section and what you put it here and then further content will appear in your every page and the predefined location we have said so header will be able to talk with the set margins and footer will be at the bottom with the set margins so I will create four header one one template content which I have already created one yesterday just for you guys information what i did i firstly tried to use yeah i if i create I have to lie first I tried actually to write and put all styles and formatting here it was not appearing at all because it's mhtml content so just it may looks like it's very easy but ya know you have to go back and like you have to do it in the HTML so the simple writing in in in the window will not work you have to put your code formatting so I have selected and I actually my initial I just write he and the information inside and closed and saved it and later on once I have my content then I use the formatting and styles to color it and and that then added on with the source but the initial source I have to write it in the phone so this is my header already built up so I will use the same in over here this is my coat that late I did and I select that and then I have various option like whether I won't exclude the header and footer from post by his last page or where do I put my numbers I know you want to define the height so I just 14 these are various options I think you guys can easily go through it and there are a lot of fields are just don't know to go to each and every field but these are very self-explanatory and the best part is if you everything is that I enter if you read the dies that is so well written that you will merely understand what that does that mean so I click on save and if I go back to my so I preview it here the document so you can see that came as an Hatter and I just had one pet so it's just showing in the one pitch but if I have second page they'll also it will show has an Hatter than the second page so this is about this template defining headers then in the core templates itself I cover this header style is what how you want your code phones to be like so shade selection societies family of the phone family like this group style have ycombinator because that is related to grouping of the product so just really calm nature then there are section titles these are the fields which are actually being used in the template content this one which we are using in the sections so if you want to name your introduction title and notes type to the feel then you will enter some information otherwise you can leave it blank it will still show you the value so what I will do then just let it end put some information then these are the bailiffs field you have already seen these like scene shift to build to all this information if you want to rename those John the Sun condition are using if right now I see I will not see intro and other fields because those fields are not in the sections content which I have selected at the moment so if I preview you can see the this information changed so okay so the intro field was there in my section let me just confirm it this is my section this is the content of the section if I open the section and if I see it said two fields because it showing me intro title that means it definitely has introduction field in it here and it's in the end and yes we have this this way and so only that idk where is value value will be the in the boat so let me just cancel this and if I come to code and the notes so both the both fields are there if I populate value here I can she see in my document if I preview now can I share yeah this is interim so this field is populated from quotes so this was about the [Music] section just give me a second guys now I will talk about in template and see what's missing I talked about doing group in that okay so if I see the preview here I have not yet added actually the item so yeah let me first add the item so because I have already items ready so in case if I don't have it ready I will go to my table content and I select meum and I have a cell line items its I said it's just a placeholder so I said T or it will show based on the line columns which is there in my template so teeth would anyone want him to say something okay so I added it and save section select here my deeper items I want it to be displayed after my initial information will solve I'm giving it the placeholder as 20 if the second one I and I want just to have a little bit margins because otherwise it will just pull laps into each other so very near so I just put given some margin and I will come back again and trip yes so all my items are here now we will talk about the groupings and how we can show the groupings here so how you can show grouping if I come here in and say prevail so if I say grow by I am getting these two option and let me say drop by family and if I select then and generate my document again earlier it was showing all the items now it should idol is yes so it's showing based on the group's just it's not showing individual item and if you want to even show the individual item so many fields I just get lost some time I have to go to I think in the world never generate will hit the document again just oh no because everything is in Group one so that's why it's showing Group one and its properties now if if what if in my code I will edit the code line items over that say I edit the lines and I will create groups by myself so it's already grouped as Group one no I should have added group a group and add another room and let me know some items say so earlier I was seeing one group and all the line items under it now I should see two rooms and different line items under that so just you know where to click all the fields and then everything is there so it's Group one it's as I define group two as I define then I have shown you groups as well right now another important topic is the show and hide section based on values so first of all there is a limitation on showing and hiding the thing is because somebody is typing something but put me fun to try I will see that later so there are sections and sections you can show and hide based on information but there is one slight limitation is that whatever field you are using should contain either true or the false values so if you are taking any text the text it should only have true as a text or forces of checks and actually it doesn't even matter with false whatever are the values it doesn't matter till the time it's not set as true the section will not show the same goes for any big list field and it also works for formal but it's not it doesn't go for any other in any other time so to show that I have created some feel naturally word let me see if that shield is added here automatically so suppose I want to source X section 1 as only as a condition I edit a section and you can see conditional print field so this will be print only when its condition so differently it just has these two information group line items and prime li but if if you want to add some other field you can ease we add it you need to go to this object called template section so ready I have added ready to generate but let me just go to this object imply section so if I go to check so if I come here in the face the fail is conditional print field and I can add this field and this field isn't coming from field in the code so this ready to generate field is actually present in code I have created it as a custom field and then I have added that field API name here so they will actually come here and it will act so if you want to act any other fields then add that feel in the code and if that field information qualifies as true then only it will show but the process is add the field in the code or if you already have a field on the board add it in the conditional print field in the transaction such template transaction object and then it will show over here I hope that's okay or do I need to demo it I think it's okay so I will select yes here you are ready to generate and I will say it should always display then bream code toddlers go fill these are other elements if I just select this and save it I did it for section one now let's see what happens if I propose a document now everything disappeared right let's get back and see our boat ready to generate was much so by here did and just put it put there as true that's true so if it's a text field then also you have to put through so I selected it's true and then if I go to play the document present and my section which was not appearing earlier the section force should appear now yes so it's it came now so that's in the similar manner you can for all your sections you could do different conditions you can have you can do it based on different fields as well it's important because like based on different stages of your code maybe you want to show or hide different sections like say if its initial stage you you want to show some first kind of information and when it's in ongoing you just don't want to show it and then in the finalized one you want to show your four thumbs but before that you don't want to show your four thumbs then you can show and hide it based on your business need and it's a very important feature to show and hide section based on the field information and this feel sometimes you can let your users update these fields otherwise you can have even write your own logic as workflow the speller flows triggers action to update feel based on certain sets of other information so like status when status is suppose new then I just want to so show inspection but you have seen it just takes true and false while it doesn't takes status field values so what I have to do I have to like in the field and put the logic has true or false there or and then I can utilize it so that is the the business scenario you can use join I then let's go to one another important section is the boat term because these are related to terms and conditions so by default there are so many terms you can see it's already there in the system the problem is if there is no condition defined like I have just explained the sections of conditions I if no condition is defined in all of these will be printed in your document let me show you so first I need to add code terms as a section I already have a Content defined so you guys now know that so and we'll just take and you table content with quote dance because if that anyhow is a placeholder so I can see line item programs okay yeah this one template code tums just one yeah it's a place aids display order I I am NOT putting any condition here and I will say save if I didn't go back and generate my talk coming young it's not showing me anything by because I had put condition in all of them because yesterday when I was checking if or showing me everything and it's very frustrating in different languages so I will show you one of that so I open one of the term this is the term information this is basically the body which populates and I say it and I say all conditions should be met and the condition I will define nature which is in the related list so I said terms condition I can add but I will let me show you the one I already created so I added a condition that if the tested field I select that the field as building stayed equal to ABC then only show it otherwise don't show it so my this this - okay Mike this code doesn't have the link state as ABC so let me just cross check the link state exceeding it's not ABC so that's why this was not appearing so like this I have said so many options so most for most of them I have selected ABC so let me just change my code to billing state does ABC and let me save it so now my code is fulfilling one of the condition for most of the code thumbs template review you can see all his phrase here because I said most of the time I set it most of the terms I set up with a condition as ABC so what I will do the one which I have not actually selected as ABC I will take that one power of what I will do if I just want to see one code done the English one now I need the language so this code is presented to customer this one if I just want to see this one right and I said related and I say if I see here the condition is if the value is il so the building state is il so let me change my clip information to i-10 so that only one bill up there the wind is going crazy here I really don't know why it made PPP I'm not even going to that for every document crazy oh and yes you can see only one is appearing the one which fulfill the condition so that is about code terms so you can in this in the same manner drilling state is one of the field which I had taken but that's not necessarily because this test it fields you can have other option as well so if I just edit it you have other options but in case if this option is not what you want then again like earlier in the template section I think that object I have added in the field in the same manner I can add fields in there as well because billing state was not there earlier so I will go to this term condition object so this is an object if I go to the subject and look at the fields and relationship here and you can see the tested feel is this one you can add the values here and these values are again nothing but the APA name of the fields from code object so this is a code object field I just added as the biggest value so in this manner whatever based on your business requirement whatever field makes more sense to you maybe it's not billing State maybe it's language feeling in your code which is making more sense then add that field here and put your thumbs logic based on that along with tested fields you also have option for to distinguish based on test tested creatable and in the same manual if is you can actually define variables here and showing high terms based on X so that is about term condition I have created the District one now what I need to show us I think it's more or less I care what everything here all other things are just minor things you guys can go through the fields and there is an eye for your help so this is the main stuff the other thing is it's already 11 I thought I will complete it in an hour merge fields I will not take more time just 10 to 15 minutes so merge fields are now the important parts the merge fields if you if you create any related object and in this section you see write the content if I open any content I will show you how we can actually add field and for much field actually I have a very s so just for your information the most fields you can use these objects so these objects are taught template object fields you can take then salesforce EPQ old object field you can take then primary contact informations field in the code object you can take the sub this is a link support standard fields if you take here you can see what our fields are actually supported and the same get the same stuff field so if you are defining your content you can take fields from these objects and if that information is like suppose in some other object then create some kind of logically the formula field or trigger or anything like that and bring that information in either of the objects and then you can easily use that as a merge filter while creating the template so if I go back here and I showed you earlier like demo what they offer you something like that I created in the quote I think so this term of good right so suppose this is a field and I'm going to insulate it so it's easy I can't go and I need a check the API name of the field I go to setup and this is the field and suppose I want to add it in my area just don't know known as any other formatting so of course I can I need to use the format how we have to write as like I did it and I cannot first put it like this and so it's from code so code is the initial this is the basic formatting it's in the curly braces then exclamation mark and the object name so it's already from quote and now I can say like this I can do like this but the problem is what happened it really messes up the formatting as I said so what I will do because I know I need to put it in a filling country I go to source and I will use the span and just just phase put it there and over there this a level and it's a poor field so nothing to worry I don't need to change the coding for me and the code object and I even save save this one now if I generate my coat no cats with the one thing which I really like this I don't need to cancel every time and go back to creepy again it's just I need if I if I make any changes anywhere and if I just click on preview and cancel and again click on preview it always shows now it's saying error generating document something bad request what the hell I did wrong I observe you have closed the paragraph twice twice good this is where I was right yeah you should have said earlier did you waited for it to get mistaken no I just know it's the barrier fair and it's getting close here yeah I think it removed it automatically so that's not a problem what could be the problem the span star the span end what else I had done wrong any experts what if I just and after this so some formatting mistakes so the HTML one is creating problem but if you see this is demo field that information come here so this is how the merge field books you you know the four objects which are allowed for for merge field option for sales for CPU and if you want to have any other object information also then you know how to bring it in any of the four objects and then bring it into your template by using it in the template content and which is used in the section of your templates so this is about most field then if you want to insert field inserting the field you it's kind of very lengthy process so I will explain it further then I will show it so you need to create a rich text field in your code and God object and the rich text filling you you should made it available for users and in that field we use of Swiss up we'll upload the image and then you can use that rich text filled in as I as a much feel in your template so that is how you can insert an image very simple process but just a lot of steps then I will quickly go to the center and show you the feature in the package and how it will affect so this is the install package and I have cells for cpq if I click on cut people you can define you can have various settings and because we are holding on template so this is a section we are actually worried about so document folder where exactly you want the generated document to get stone so default when I even actually started it was these options were there and personal document I also created again I went back to classic in the documents and then all option is also available so if you want to add any other folder you can create and hand it here here and put it as a default one the generated document will store so right now I excuse a personal document and let it be then if you want to attach the document to some target so if you could keep it as document only then it will not attach to any any place but if you want suppose you want it makes sense to attach it to pod code because you are generating in support so therefore then in case if you want to hide okay so you know the name gets generated where the number and everything is there full page review is if you see em I'm literally walking in the atrium because it's very easy for me to actually work like that but if you want to have a full view you can check that box excu lines in the google group totally so if there is any hide it if any in case you want to post it to feed you can check that box and if you want to enable multi-language transaction you can check that box and if you see in my preview it's all it's showing the document language and it's already showing did because my check box is already checked so these are some other features you can see this one I will talk about at the end I will talk about mass generation of the document this is above the configuration part which is actually impacting in a lot of places that's why I wanted to show especially the document folder and and in case if you want to allow so now let me show you the language so this is my depth light and if suppose I want to translate it to some other language I can click on the translate button and that's because I live in Netherlands so just say just title I don't know what Triton's upset enjoy that means just some for showing you guys something something right stay straight [Music] so I am NOT translating everything but let's say I save it and if I go back to my code and because language is either not okay so give me a document and I select it because I didn't touch slick touch and if I preview this really changed you see ya if you see right the container change the city changed this is the translated information values are not coming because I don't have any Malik's filled up in so if I fill in up here it will show so you can see you can easily translate the wordings which is used in your template that's all our language it's so damn easy okay one thing I forget to actually tell you in the terms in case if you changed it down so you can actually do it via or as well let me show you I should have known it with the terms when I was explaining but it's okay guys are interested so I I won't I'm not in alignment if it's the code term so what I will do I can modify put some from here of course you need to have a permission to modify and this was a warning which was there and I say earnings extra I change the code up and save it and close it so how it's gonna affect so it's definitely going to affect in the court term and if try to go to the whole term in my template what four terms I have used and use a template code theorem test one so if I come here you can see adding some extra so is the one new one created and my old one still remains like that it will be said as still standard this is yet this is the original one so it remains the standard and the modified version will be have it with my external information so this is more or less everything about the templates the very last part before I show you that let me show you the so our code for minus CPQ since Pacifica allows you to generate documents into one PDF and ms word so right now if you have seen it then I do it I only get PDFs and it's by default but if you suppose I don't want so you see I don't have any option it's definitely generating in PDF so but I want tips to keep it there option to generate it as ms word as well so what I have to do I have to go to setup and I have to go to users and users and then users and then for whatever user I want to give option to select whether you want to generate a speedy of Aramis bowed I have to check this box allow output format change this field is not default be present in the layout so you have to add it let me now save my profile because I'm generating and I need to cancel it and click on generate finish again now you can see I have an option of generating as PDF or ms4 so this is one thing yes non complete and last part is the batch document generation just showing you what it is so like if suppose you don't want to divide one by one but you want to generate as mass so then in case if some code is not generated and send that you want to make you automatically sent them then you even have an option of that in cpq and it's not very difficult actually first you need to authorize from the configuration window which I have shown you and I said you I have enjoyed later then there is a class available called mask for document center you need to first authorize from the package and then use this class to create a schedule effects whatever time you will should do it it will generate the document it's the normal way how the shedule attacks works then would records will be qualified for creating the mass record it will be the one where the status is spending the quote state is pending primary contact information in the board should be filled up and the template should be selected in the code so if all these three informations are present in the code it will be qualified for the batch in which mass code is generated and sent in case if we are using multi language then you need to add code language field in the fourth page layout and in that case one more thing will be necessary is to select which language you want the code to be sent if nothing is and then system will take the default one has an option once the whole facts and what will be the result the result will be the one admin who is run who has on which name whose name the tax is running schedule job is running that admin will get an email saying whether the patching spilled on successfully or not and the code status will get updated ascend and field so there is send to the contacts or it is field so this is the thing I will just show you one or two things out of this one is this this is the request authorization which you need to do from here so it's from the configuration the second is I flick on the bank's I can give it any name and the glass which I said this mask is under you can give it a name we can define it when you want to run it and start a mint and take an time so it's a very convenient it's nothing you have to write your code in that one so this is all about British session like took a lot more than I intend to me but I hope everyone have learned something today I really quickly go through the chats and see if there is any question and in meanwhile if somebody wants to add or say something then you're free to speak right now I think there is a question from Managua so much can you go ahead and ask your question yeah yeah yeah yes yes Matt we can hear so my question was around putting the content before and after the group tables for example if you have a software group or hardware group so if you want to put some content a bit before the software products starts and after software products and and then similarly if we start the hardware then before the hardware table starts and after the hardware table prints if you want to put some content is it possible I'm actually not sure because you you have seen that when we created four code line items it's more of a like a container you see we don't see any any option to configure any changes there and all cold items automatically appear so at least I am not aware but if anybody in the session knows anything about it I have an idea just know whether it is I cannot help but is there in a way we when we make a table or we can define that instead of showing all the product we want to show some product for example let's say in the section we say show only the product which belongs to software first the way we have worked with the family right it has combined all and shown as one single line item but instead of that it is still show oh only the product which fall into that category and if that is possible then instead of grouping it by product by using that logic we can define the page content in a way that we want to put some header there and starting and ending and in between we can bring that table but I have not tried it if it's possible so if you see here the line columns which we have six if we can control it that under this line column which products should display then we can repeat it twice having two different sections on it using this action filter but it's definitely can be right so Manoj we need to try it buddy not sure but I ate it see if it works yeah one more question for example if you have court lines parent and child together a product and its features together okay and if we have from sample to product so is it possible that you you form the table the parent one and under that all of its features then again in the same table the another parent and then all its features together something like that is it possible so basic showing the parent and its child in the in the table and then again another parent and its child in the table it's more more about boundary let's say if we have four bundles product bundle is a group of products right so if we want to put on a code tablet each product as one table which shows the main bundle and also the product which are participating to this bundle it's kind of grouping the same kind of grouping the parent and child together instead of for just a flat table for with all the parent and child yeah I think we'll as you answered it yourself so if we can bundle all those product in a group and then print it then I think it will work that way yeah I've seen so at one do and I don't remember right nowhere has seen but yeah I have seen the bundle option so basically what I meant to say if you have a hardware so I want to display all the hardware in one table and in hardware itself you can have parent and it's features together okay so I don't want to split every hardware into a separate group okay but under the hardware group I want to display the parent and it's child together for all of the hardware and then maybe in the second group software we can take so that way not for every bundle create a group you have very specific use case village I think it's true I think we do it and try and see one simple question in template is there any way to put any conditions like if if this field has this value that show this content also don't show that content in the template yourself is it possible means it's not inside but it's you then of course controller through section so instead of putting everything in a section if you think some of the parts of that section you want to show in some condition and some in some other conditions that create are still different sections and then play with section show and height but within the paragraph for example if you want to specify basically for example some specific content build upon some specific product within the paragraph I what I think mahadji's and Bhavna can correct me but based on my experience what I've heard when I was working on a conga document what I have understood is that merge field when we use merge field right which bound I was showing and a content if you write some if-else condition which words are put and if we put in a condition over there along with merge field it will work so that is also in a good case to use and try I personally feel it should work because that is how any word merge document works somewhere here if you put an if condition along with the merge fields I think it should work but again I have not tried it so we need to see it keep in mind yeah because I can write everything is merge field so I was reading it long back I have not tried it when I was reading conga and what this ID is it's not a conga feature it is merge that is how much document works on a on a world and as long as those formula there are basic formulas which works on it so if you put it it work I think mean as we can try it okay guys any other question okay so Oh before I stop the recording I would like to thank you Bona for all the hard work oh I tried personally myself looking at the content available online we have not seen much information available so therefore a lot of hard work and a lot of effort has gone preparing such a detailed content so thank you very much Bhavna I personally like this session I hope everyone liked it and if you guys feel that this is something today please feel free to go to social media or Twitter LinkedIn share your feedback your feedback is the only motivation factor which force us to work hard and hard and give you in a quality content and this is the last session for our cpqcc so I would also like to thank all our speakers for their hard work these videos will be available online very soon maybe somewhere in this week go ahead and write your exam share your experience and we will be starting the next certification series on community cloud somewhere made in the March so till then god bless you goodbye and thank you very much for your love and support thank you so much