Document generation

Document generation in CPQ is a critical feature that enables the creation of legally compliant, structured, and customer-specific agreements based on pre-configured templates and deal-specific data. The goal is to ensure consistency across all sales documentation while accommodating the business needs for flexibility, automation, and traceability.

This section outlines the specifications for generating contractual documents and managing agreement information within the documents. It includes handling durations, price updates, discounts, language support, and document workflows.

Template Structure

The foundation of document generation relies on predefined templates maintained in the system . These templates include the folowing sections:

• Parties: Contract includes both the customer and supplier details. VAT ID and business address are mandatory fields. Contact information is pre-filled from the Account information in the Quote

• Agreement Duration

  • Mandatory fields: Start Date, End Date.

  • Optional: Extension Option – defined as a notice period (e.g., "minimum X months before contract end").

  • Extension period dates are not mandatory at contract creation.

• Net prices and pricing change rules : Standard section defining price rules frequency and point to Appendix 2 that lists Agreement products

• Service and delivery charges : Standard section pointing to Appendix 3 that lists Product groups terms and conditions

• Discount and rebate structures 3 sections listing rebates conditions

  • Focus discount : this section is composed of a table listing Yearly rebates conditions as defined in the “Yearly Discount Scales” in the Agreement based on different Sales Agreement Threshold. It also contains a dynamic chapter listing the excluded based on the toggles in the “Sales that are excluded from the sales on which Customer Rebates are paid upon“.

  • Marketing Subsidy Table listing marketing rebates

  • One-Off rebates Table listing Different Rabates event and the corresponding rebates

• Contact information and service hours a fixed content section displaying information related to contact and service hours

• Legal terms and signatures

Each document is available in multiple languages (English, Finnish, Swedish, etc.). The output language is selected at the quote level, and the system dynamically populates the content based on language-specific templates or translation tables maintained in Excel.

Templates are designed to adapt based on conditional logic. For example, if no "optional extension" period is defined in the quote, the corresponding paragraph is omitted from the generated document.

The contract document is structured as follow

2.3 Editable Fields After Approval

• Company and contact information can remain editable after quote approval.

• Line items and pricing become locked once approved.

Relate Technical Document : Agreement Document

This document captures the strucuture and layout of the Quote / Agreement Document.

The document uses the following naming convention

[[Q].Field Name] : for Quote / Agreement fields at the header LEavel

[[QL]. Field Name] : For the Quote Lines fields