Document generation
Summarize
Summary of Document generation
Document generation enables ServiceNow CPQ customers to create professionally formatted documents by pushing configuration data from ServiceNow CPQ into Salesforce. These documents, such as quotes with billing, shipping, product, and pricing details, can be customized using templates and sent to customers, often with options for electronic signatures. This capability enhances communication and streamlines the quoting process by integrating CPQ data into CRM-driven document workflows.
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Prerequisites
ServiceNow CPQ does not natively interface with document generation tools. To enable document generation, you must push CPQ configuration data to Salesforce by activating the "Push Config Data to Logik Salesforce Object" setting within ServiceNow CPQ Admin Settings. This action creates Salesforce objects—Configuration Field Data and Configuration Line Items—that store the CPQ data for use in document generation.
Using the Salesforce CPQ Document Generator
To include ServiceNow CPQ configuration data in Salesforce CPQ’s standard quote documents, map the extended information from Configuration Line Items to custom fields on the associated Quote Lines. This mapping is facilitated by the "configuration line item to quote line" flow provided by ServiceNow CPQ. Once mapped, these fields can be displayed as line columns or used in group and subgroup fields within quote templates, allowing for tailored document content.
Using Third-Party Document Generators
Third-party tools like Conga Composer, DocuSign Gen, and PDF Butler can directly access CPQ configuration data stored in Salesforce objects via merge fields. This approach eliminates the need to map data to Quote Line fields, offering greater flexibility. You can present configuration data in separate tables or use it to group and organize information within your documents, enhancing customization beyond standard Salesforce CPQ templates.
You can use third-party document generation software to output configuration data by pushing information from ServiceNow CPQ to Salesforce.
Document generation allows you to create professionally formatted documents using a library of customizable templates. Document generation software directly interfaces with your CRM and associated tools and packages (such as CPQ and Billing tools) to output relevant data. For example, you can send a customer a quote document with billing and shipping details, product and pricing information, and so on. These documents can then be submitted to their intended recipient, sometimes with the option for electronic signatures.
Prerequisites
ServiceNow CPQ does not directly interface with any document generation tools; however, ServiceNow CPQ configuration information can be pushed to Salesforce and used in documents from there. This can be accomplished by enabling Push Config Data to Logik Salesforce Object in the Admin Settings if you have not done so already; this will create the Configuration Field Data and Configuration Line Items objects in Salesforce and generate records containing ServiceNow CPQ configuration data.
Using the Salesforce CPQ document generator
In order to display ServiceNow CPQ configuration data in out-of-the-box Salesforce CPQ quote documents, you must first map the data from your Configuration Line Itemsʼ extended info to custom fields on their associated quote lines. This can be accomplished by using the configuration line item to quote line” flow that is included with ServiceNow CPQ. For more information, see Use case: Configuration line item to quote line flow
Once these fields are populating on your quote lines, they can be used as line columns to be displayed in your CPQ line items template content. These fields can also be utilized in other CPQ quote template fields, such as the group and subgroup fields, to further customize your quote documents.
Using a third-party document generator
Third-party document generators include Conga Composer, DocuSign Gen, PDF Butler, and others. Most third-party document generation tools let you use merge fields to pull data directly from any Salesforce object, including the Configuration Field Data and Configuration Line Items objects. This means you can use your document generator's merge fields to display ServiceNow CPQ configuration data in your quote documents directly from those objects instead of mapping all of your data to fields on the Quote Line object. This provides additional layers of flexibility. For example, ServiceNow CPQ configuration data can be displayed in separate tables or used for grouping or organizing your data.