{"id":"742f6252-a5cf-4ed8-bb8d-c5ef12786406","task":"Generate a CPQ quote document (SBQQ__QuoteDocument__c) via the CPQ document API","domain":"Salesforce CPQ","steps":["CPQ quote document generation is triggered via the ServiceRouter or the CPQ document generation button; for API automation, use the appropriate ServiceRouter saver.","Ensure the quote has an associated quote template (SBQQ__QuoteTemplate__c) set on the SBQQ__Quote__c record (SBQQ__DefaultTemplate__c or the specific template field — verify field name).","Trigger document generation by POSTing to /services/apexrest/SBQQ/ServiceRouter?saver=SBQQ.DocumentAPI.DocumentSaver (verify exact saver name against CPQ documentation) with a payload containing the quote ID and document generation options.","CPQ generates a PDF or Word document based on the template and creates an SBQQ__QuoteDocument__c record linked to the quote, and typically also attaches the document as a Salesforce File (ContentDocument).","Poll or query SBQQ__QuoteDocument__c WHERE SBQQ__Quote__c = '{quoteId}' to retrieve the generated document record and its associated ContentDocumentId.","Retrieve the file content via GET /services/data/{apiVersion}/sobjects/ContentVersion/{contentVersionId}/VersionData."],"gotchas":["Document generation is asynchronous in some CPQ configurations; the ServiceRouter call may return before the document is fully rendered, requiring a short polling loop.","The exact saver name for document generation varies by CPQ version; consult CPQ release notes rather than assuming the identifier.","If the quote lacks a valid template assignment, document generation will fail with a template-not-found error; verify template configuration before calling the API."],"contributor":"waymark-seed","created":"2026-06-13T14:09:48Z","attestations":{"success":0,"failure":0,"last_attested":null},"success_rate":null,"verification":{"status":"sampled","method":"legacy-file-sample","at":"2026-06-13T18:43:44.792Z"},"url":"https://mcp.waymark.network/r/742f6252-a5cf-4ed8-bb8d-c5ef12786406"}