Generating a document

  1. In CPQ Enterprise Quoting, open the quote or order to work with.
  2. Select Print > Generate Document.
  3. Specify print options. See About documents for details.
  4. Perform one of these options:
    • At the top of the form, you can click Save to Order (or Save to Quote). This saves the file as a document on the quote or order.
    • At the bottom of the form, you can click Preview or Download. Preview enables you to view the document as it will appear in print. Download enables you to download the file to your Downloads folder.