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Salesforce Exam CPQ-301 Topic 6 Question 67 Discussion

Actual exam question for Salesforce's CPQ-301 exam
Question #: 67
Topic #: 6
[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

Simplification Method:

By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote.

Steps to Configure:

Navigate to the Quote Template.

Add the PDF file under the Additional Documents section.

Mark it as required for automatic inclusion.

Salesforce CPQ Reference:

The Additional Documents feature simplifies document management in Quote Templates .


by Kent at Apr 08, 2025, 07:12 AM

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Julian
12 days ago
You know, the sales reps might appreciate a little automation. I'd go with Option B - it's a no-brainer!
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Ashlee
21 days ago
Ha! Option D sounds like a tech-savvy solution, but let's not get too fancy here. Keep it simple, folks.
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Antione
29 days ago
Hmm, I'm not sure. Wouldn't it be easier to just manually attach the PDF? That way, the sales reps can customize the attachment as needed.
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Ngoc
1 months ago
I agree with Jane. Option B is the most efficient solution. Plus, it ensures consistency across all quotes.
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Blythe
2 days ago
Yeah, Option B sounds like the most efficient solution. It will save time and ensure consistency.
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Layla
7 days ago
I agree, Option B will definitely streamline the process and make sure the brochure is always included.
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Susana
26 days ago
I think Option B is the best choice. It will make the process much easier for the sales reps.
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Whitley
1 months ago
Why do you think option D is better?
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Marylyn
1 months ago
I disagree, I believe option D is the best choice.
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Gwenn
2 months ago
Option B is the way to go. That way, the PDF will automatically be attached to the Quote without any extra work for the sales reps.
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Fannie
14 days ago
That sounds like a great idea. It would definitely make the process more efficient.
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Thersa
15 days ago
B) Add the PDF as a required Additional Document on the Quote Template.
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Whitley
2 months ago
I think the Admin should go with option B.
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