1. NetSuite CPQ
  2. NetSuite CPQ Proposal Generator
  3. Creating Documents from Transactions

Creating Documents from Transactions

Users can create documents from saved transactions. For more information about eligible transactions, see Selecting Eligible Transactions.

To create a document:

  1. On a saved transaction, click the Proposal button on the Items subtab.

  2. On the template list, select a template to generate the document in the browser.

    Note:

    The document header and footer are not included in the browser preview.

  3. On the document page, click one of the following buttons:

    • Print – Prints the document.

    • PDF – Downloads the document as a PDF file.

    • DOC – Downloads the document as a Microsoft® Word file (DOCX file).

Related Topics

General Notices