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Document Generation Template API

Former Member
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1,059

I need to know which is the CPQ API that we can use for Document Generation Template for replication ?

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Answers (2)

Answers (2)

Former Member
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Hello Nanaji!

I'm not sure I 100% understand your question, but I want to take a shot at helping out.

You can use a script in a Custom Action to generate a document. This custom action can appear on the quote as a button that the user clicks to generate a document.

Specifically you're looking for the following line that generates the document:

Quote.GenerateDocument('Test Proposal Template', GenDocFormat.DOCX)

I don't believe there is a specific API for generating a document. If i wanted to use API to generate a document I would use a REST to run a Global Script that runs the above "Quote.GenerateDocument" code to create the document. Depending on what you need to do from there, you could use the API Factory's File Response to return the generated document as a response to the REST call.

If you could provide a bit more detail on what you're trying to accomplish I can try to help out.

Thanks!

Eric Hoftiezer
Canidium

Yogananda
Product and Topic Expert
Product and Topic Expert
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Hi @prithvi_006

CPQ API endpoints ...

https://sandbox.webcomcpq.com/webapihelp/index#/

Former Member
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Hi,

I need the API(s) for Quote Document Generation Templates which needs to be attached to a button.(Calling native API in CPQ itself). Have any idea like how can I do it ?

Thanks in advance !