When you generate Quote Documents on the Quote, CPQ generates the Quote Document Name using below OOB format-
Quote Number + Today’s Date (YYYYMMDD) + Time (HHMM)
Many times this format doesn’t make much sense if Sales Rep wants to go back and look for the earlier specific quote document.
What if there is a CPQ OOB way to overcome this challenge that helps generate the Quote Documents with a meaningful name using ANY combination of Quote/ Opportunity/ Account/ Sales Rep fields?
Yes! you just need an additional field to achieve this.
Here is the SF Article Link: https://help.salesforce.com/s/articleView?id=000381620&type=1
You need to create a SPECIAL FORMULA FIELD i.e. CustomName (API Name: CustomName__c) on the Quote Document object like below. Make sure the have the exact API Name.
This formula is a combination of Opportunity Name and Quote Document Version. You can use any combination of Quote, Opportunity, Account, Sales Rep, Primary Contact fields.
Here is how the Quote Document Name displays on the Quote Document Generation Page and Quote Documents related list on the Quote.
