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CPQ Proposal Templates

in Ask A Guru 4 comments

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!

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