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Administrator Guide
Last Updated: 2023-06-23
Steps: Create Snippets in Service Catalog

Steps: Create Snippets in Service Catalog

Create a quote.
Create a service catalog.
Snippets enable your CPQ Administrator to create pre-configured service related content that you can embed into quote documents to generate business-wide service agreements automatically as part of the quote document. For example, you can define snippets for service agreements that have standard business language such as Terms & Conditions, Scope, Legal Disclaimers.
You must first define snippet categories, then add it to a service in the catalog to be able to create snippets for a category. To include snippet content in the printed PDF file, ensure to place the snippet in the desired location of the document template while reviewing the quote document.
You can add multiple snippets but only 1 snippet category to each service catalog item.
For mass processing, you can use the
Get Quote Document Snippet Categories
 and
Put Quote Document Snippet Category
 web services.
  1. Access the
    Maintain Quote Document Snippet Categories
    task.
    Security:
    Set Up: Quotes
     and
    Process: Quotes
     domain in the Services CPQ functional area.
  2. Click
    +
     to add a snippet category.
    We recommend adding the name of the Service to the start of each Snippet so as to easily identify them when they are retrieved in the quote document.
  3. Access the
    Maintain Services Catalog
     task.
    1. Click
      Action
       for a desired service and select
      Add Snippet
      .
    2. On the
      Create Snippet
       page, select a
      Document Snippet Category
       and draft the content for this snippet.
    3. Click
      Add
      .
    4. (Optional) To edit or delete a snippet, click
      Action
       for a desired service and select
      Edit Snippet
       .
    5. On the
      Edit Snippet
      page, click
      Save
       for retaining the changes, or
      Delete
       to remove the snippet.
    You can add each snippet category only once to the service in the services catalog. After you add all snippet categories to a service, the
    Add Snippet
     option is not available anymore.
The snippets are embedded in the services defined in the services catalog.
After creating and adding a snippet to the service, include the snippet category in the document template.
  1. Access the
    Maintain Quote Configuration
     task.
  2. Click the existing quote configuration or create a new one.
  3. On the
    View Quote Configuration
     page, click
    Add Document Template
     button for new quote configuration, or click
    Edit
     button for an existing configuration.
  4. On the document editor page, search the snippet category under the
    Dynamic Data
     tab in the right pane.
  5. Click the snippet and place the cursor in the desired location of the template to insert the snippet. To delete, select the snippet in the document template, click
    Edit -> Delete Element
    .
  6. Click
    Publish
     to retain the changes.
After adding a snippet to the service when you print the quote on this document template, it will also include the snippet content. Select
Print
 from the related actions menu of the approved quote. The printed document will be accessible from the quote grid on the opportunity page.
You can access the
View Quote Document Snippet Categories
 report to view category status and usage.