Guide Users to the Generate Quote Document Page in CPQ with Flow

Salesforce CPQ is a powerful sales solution that helps businesses generate accurate pricing for different product configurations. The "Q" in CPQ stands for "Quote," which involves providing customers with a detailed proposal document, often in PDF format. Salesforce CPQ includes a quote document feature that enables users to create customized templates and generate professional PDF quotes effortlessly. To generate a quote document, users must click the "Generate Document" button on the Quote layout.

In certain scenarios, you may need to make specific fields mandatory or guide users through a wizard before they click the "Generate Document" button. In this post, you'll learn how to achieve this effortlessly using a Screen Flow.

Replacing the Generate Document Button with Screen Flow

Let's assume that we want users to fill some mandatory fields before generating a quote document. Here is how to achieve this using a Screen Flow.

1- Build a screen flow, create a recordId Quote (SBQQ__Quote__c) record variable and mark it available as input.

2- Add a screen element with the fields that you want the user to fill before navigating to generate quote document screen. Optionally, add a progress indicator to improve user experience.

3- Add an Update Records records to update the Quote record.

4- In this example, we’ll use the Navigate Everywhere flow action from UnofficialSF. Using this action, you can basically navigate wherever you need.

After installing the action, create a text template that holds the URL that you want to navigate to. Here is the URL that you have to use in order to navigate to the Generate Document page.

/apex/SBQQ__GenerateDocument?id={!recordId.Id}

In order to navigate to the Preview Document page, use this URL:

/apex/SBQQ__PreviewDocument?id={!recordId.Id}

Then, use the Navigate Everywhere action with these input values.

At the end, your flow should look like this.

Here is the flow in action.

There can be more use cases for this flow. For example, you can guide your users by explaining the available quote template options, so they know which ones are relevant for them.

Similar to this flow, you can also use a screen flow to navigate to the Quote Line Editor after creating a quote in CPQ. Read this post to learn how!