Output Documents Part 2
Streamline document creation by utilizing Shared Pricing Tables and MS Word Sub-Templates, and discover more document-related features.
Course Progress
About the Course
You will learn to:
- Incorporate shared elements, including pricing tables, for consistent document design.
- Integrate MS Word files to speed up document creation processes.
- Perform VAT tax calculations within output documents.
- Configure proposal summary preview templates for improved Sales experience.
- Add Excel template.
Course Outline:
- Getting Started
- Shared Elements Overview
- Text Sub-Document
- MS Word Sub-Document
- Pricing Table Shared Element
- Document Parameters
- Proposal Summary Preview
- Excel Template
- Summary
- Quiz
Duration
45 mins
Course Level
Beginner
Solution
DealHub CPQ
Part of
Essential Admin Learning Path
Value in Points
200
