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Salesforce CPQ-301 Exam - Topic 5 Question 84 Discussion

Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent.What should the Admin do to simplify this process?
B) Add the PDF as a required Additional Document on the Quote Template.
A) Manually attach the PDF as an Additional Document on each Quote the sales rep sends.
C) Upload the PDF into the Documents object folder named Output Attachments.
D) Create an HTML Template Content record for the PDF and include it in a Template Section.

Salesforce CPQ-301 Exam - Topic 5 Question 84 Discussion

Actual exam question for Salesforce's CPQ-301 exam
Question #: 84
Topic #: 5
[All CPQ-301 Questions]

Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent.

What should the Admin do to simplify this process?

Show Suggested Answer Hide Answer
Suggested Answer: B

by Annabelle at May 28, 2026, 08:16 AM

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Domonique
4 days ago
Option B sounds like the easiest way to automate it.
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Aleisha
9 days ago
I think option A is too manual and would just add more work for the sales reps. We definitely want to streamline the process, but I can't recall if B is the best way to do that.
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Wynell
14 days ago
I’m a bit confused about option D. Creating an HTML Template for a PDF? That doesn’t seem right, but I guess it could work if it’s formatted correctly.
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Tonette
19 days ago
I remember practicing a question about attaching documents, and I feel like option C might be a good choice since it keeps things organized in one place.
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Mariko
24 days ago
I think option B sounds familiar because it would ensure the PDF is always included with the Quote, but I'm not entirely sure if it can be set as required.
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