Categories
Problem & Solution

The template dropdown is empty, while trying to preview or generate a document.

The Problem

While trying to preview or generate Quote Document, as a non-admin user, you observed that the pick list for the template selection is empty, like the one below:

empty template selection picklist
Empty template selection picklist.

or you have some options there, but the one you are looking for is not visible.

The Solution

The 99% cause for a missing Quote Template in the selection list is that your Quote Template status is set as In Development, and not Deployed. When the status is set to In Development, only Admin users will see the template in the dropdown menu while previewing/generating a Quote Document.

Go to your Quote Template record, and change the status.

deployment status field on Quote Template detail page
Deployment status field on Quote Template detail page

Did it help? I hope so!

By Marcin Krzych

Author of "The CPQ Implementation Guide" book. In IT since 2007, In Salesforce ecosystem since 2011, In Salesforce CPQ projects since 2016.
8 SF certifications.

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