Discussions
CPQ Proposal Templates
Good Morning,
We are a recent adopter of NetSuite CPQ and are attempting to self-implement as we are a UK charity and cost is a key consideration.
While I’ve managed to get my head around most of the CPQ structure, I’m really struggling with the proposal templates.
Could anyone provide guidance on coding a very basic layout that can pull information from an Opportunity (where CPQ will be used) — both from the main record and from within the item list?
Any help would be greatly appreciated.
Many thanks in advance!