NetSuite CPQ Proposal Generator helps sales teams quickly create customized business documents for configured items and transactions. By quickly creating quotes and proposals, sales teams can close deals for configured items faster.
With NetSuite CPQ Proposal Generator, you can:
- Create PDF files and Microsoft® Word documents (DOCX files).
- Base your documents on information from configured items, transactions, item records, and your account.
- Create document templates and automatically generate documents from the templates.
- Include or exclude information using question and answer combinations from NetSuite CPQ Configurator.
- Organize and structure the document layout.
- Customize and format documents with HTML and CSS code.
- Append existing PDF files to documents.