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Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales rep attach the brochure to each email sent. What should the Admin do to simplify this process?
Correct Answer: B
Simplification Method: * By adding the PDF as a required Additional Document in the Quote Template, Salesforce CPQ ensures the PDF is automatically included with each generated Quote. Steps to Configure: * Navigate to the Quote Template. * Add the PDF file under the Additional Documents section. * Mark it as required for automatic inclusion. Salesforce CPQ Reference: * The Additional Documents feature simplifies document management in Quote Templates .