The generation of a bid document runs as a background process. When generating a document, it is automatically saved to the order or quote the document was generated from.
- In CPQ Enterprise Quoting, open the quote or order to work with.
- Optionally, use the search, filter or sort functions to refine the items to include in the document.
- Select .
- Specify print options. See About documents for the field details.
- Click Generate Document.
- On the Generate Document window, select one of these options:
- Close: Click on this option to close the window and return to the main form, letting the document generate in the background.
- Download: Click this option to close the window and return to the main form, initiating a download once the document generation is complete.
- Open: Click this option to close the dialogue and open the document in a new browser tab once the document generation is complete.
After the document has been generated,
See About generated documents.