Salesforce Certified CPQ Specialist — Question 74

Universal Containers sends a company PDF brochure with each Quote to potential customers. Sales reps attach the brochure to each email sent.
What should the Admin do to simplify this process?

Answer options

• A. Add the PDF as a required Additional Document on the Quote Template.
• B. Manually attach the PDF as an Additional Document on each Quote the sales rep sends.
• C. Create an HTML Template Content record for the PDF and include it in a Template Section.
• D. Upload the PDF into the Documents object folder named Output Attachments.

Correct answer: A

Explanation

The correct answer is A because adding the PDF as a required Additional Document in the Quote Template automates the attachment process for sales reps. The other options involve manual steps or do not directly streamline the attachment of the PDF with each Quote.