Salesforce Exam CPQ-301 Topic 6 Question 67 Discussion

Actual exam question for Salesforce's CPQ-301 exam

Question #: 67
Topic #: 6

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?

AManually attach the PDF as an Additional Document on each Quote the sales rep sends.

BAdd the PDF as a required Additional Document on the Quote Template.

CUpload the PDF into the Documents object folder named Output Attachments.

DCreate an HTML Template Content record for the PDF and include it in a Template Section.

Show Suggested 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

28 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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1 months 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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Merlyn

9 days ago

A) Manually attach the PDF as an Additional Document on each Quote the sales rep sends.

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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

30 days ago

That sounds like a great idea. It would definitely make the process more efficient.

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Thersa

1 months ago

B) Add the PDF as a required Additional Document on the Quote Template.

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Whitley

3 months ago

I think the Admin should go with option B.

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