This article provides an overview of document generation functionalities in Legacy CPQ, focusing on generating quote files, configuring quote template settings, and customizing invoice template settings.

Document generation plays a vital role in Legacy CPQ (Configure, Price, Quote) by allowing users to create professional and customized quote and invoice files. This Knowledge Center (KC) article provides an overview of document generation functionalities in Legacy CPQ, focusing on generating quote files, configuring quote template settings, and customizing invoice template settings.

This section contains the articles describing generating quote files, configuring quote template settings, and customizing invoice template settings.

• Generate_a_Quote_File_-_Zuora.pdf

• Invoice_Template_Settings_-_Zuora.pdf

• Quote_Template_Settings_-_Zuora.pdf

  • Customize_Quote_Templates_-_Zuora.pdf

    • Download_a_Quote_Template_-_Zuora.pdf

    • Customize_Quote_Templates_using_Word_Mail_Merge_-_Zuora.pdf

    • Define_the_Format_for_Date_and_Number_Mail_Merge_Fields_-_Zuora.pdf

    • Display_Multiple_Line_Items_Using_Mail_Merge_Tables_-_Zuora.pdf

    • Add_Custom_Fields_in_Quote_Templates_-_Zuora.pdf

    • Add_Custom_Objects_in_Quote_Templates_-_Zuora.pdf

    • Conditional_Merge_Fields_-_Zuora.pdf

    • Supported_Fonts_for_Quote_Templates_-_Zuora.pdf

    • Supported_Merge_Fields_for_Quote_Templates_-_Zuora.pdf

    • Troubleshoot_Quote_Template_Issues_-_Zuora.pdf