Use & Optimize: Revenue Cloud: Quote Templates

Overview

Learn everything you need to know to start using quote templates in Salesforce CPQ. We'll give an overview of how quote templates work and share some tips and best practices. For additional resources and information mentioned in this video, or to sign up for an individual follow-up session (available to Premier and Signature Success Plan customers), click here: cs.salesforce.com/portraits/aCe3y000000bmoRCAQ 0:00 Intro and Overview 0:13 What are Quote Templates? 0:30 Demo - Structure of Quote Templates 3:21 How to Build a Quote Template 5:18 Recap and Next Steps #Salesforce #ExpertCoaching #SalesforceSupport #SalesforceHowTo #Accelerator #ExpertCoachingVideo #SalesCloud #RevenueCloud #SalesforceCPQ