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CPQ Knowledge Base Study References  Form

CPQ Knowledge Base Study References Form

Use a CPQ Knowledge Base Study References template to make your document workflow more streamlined.

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Video instructions and help with filling out and completing CPQ Knowledge Base Study References Form

Find a suitable template on the Internet. Read all the field labels carefully. Start filling out the blanks according to the instructions:

Instructions and help about CPQ Knowledge Base Study References

hi today i'm going to show you how you can use the cpq module inside freshwood crm the first thing that you need to do is create a document template be going under admin settings and here you can search for documents on the top this would be available for an administrator so once an admin comes in and searches for it he can then click on document module but they can then configure the fields that are required to be captured under a document so here you have basic information like shipping address billing address document validity date so you can create such fields and have them configured so these are the fields but to create the document we have a document template section so you can have different types of documents created uh you will notice that i already have one so let's first look at this if i go into this non-disclosure agreement it's a document that i uh created it's very similar to a template builder so you will be able to drag and drop element

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