To begin using the template editor, you'll need to create template content. Each piece of Template Content acts as a component that you can insert into your Quote Template.
The template content editor provides a variety of functions for content editing, each represented by an icon. The positioning of these icons may change based on your browser size. For the purpose of this walkthrough, we will be using the icon layout of the above picture.
Tables in Quote Templates require additional markup if you want the Table's borders to display when viewing a Quote; setting the border size to a certain number will cause the borders to be visible in template content view, but not when viewing the Quote with that template.
Table borders are made visible by editing the HTML for the table cell size & style in the Source editor.
Any of the fields below will convert into the corresponding object listed under Description.
|Field Starts With||Description|
|!companyLogo||This is a standard field that references the logo on the Quote Template.|
|!template.||This references all fields related to the SteelBrick CPQ Quote Template object.|
|!quote.||This references all fields related to the SteelBrick CPQ Quote object.|
|!primaryContact.||This references all fields related to the Primary Contact on the SteelBrick CPQ Quote object.|
|!salesRep.||This references all fields related to the Sales Rep on the SteelBrick CPQ Quote object.|
|!document.||This is a standard field that represents the version only.|
Image Fields in Template Content
HTML limitations & suggested alternatives