cpq-quote-templates

cpq-quote-templates is a skill for Claude Code, Codex from BanibrataChatterjee/AwesomeSalesforceSkills. It costs 110 tokens per session (4,105 once invoked), scanned A, original, Apache-2.0.

A guide to Salesforce CPQ quote templates, which control the sections, line-item columns, conditions, branding, and languages in generated quote PDFs. CPQ is Salesforce software for configuring products, prices, and customer quotes.

In plain words
What is it for?
Use it to design and troubleshoot CPQ template sections, quote-line columns, conditional content, branded PDFs, and multilingual output.
Why use it?
It helps avoid confusing CPQ templates with Salesforce's standard quote templates, which use different data and can produce empty line-item tables. It also highlights the requirement for the CPQ package to be installed.

Skill for Claude CodeCodex

Written for no agent in particular: nothing here depends on one.

Good fit Use it to design and troubleshoot CPQ template sections, quote-line columns, conditional content, branded PDFs, and multilingual output.

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Install with agentmods
npx agentmods add skills/banibratachatterjee/awesomesalesforceskills/cpq-quote-templates
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add BanibrataChatterjee/AwesomeSalesforceSkills --skill cpq-quote-templates
Clone the repo
git clone --depth 1 https://github.com/BanibrataChatterjee/AwesomeSalesforceSkills

Made for: Claude Code, Codex.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for cpq-quote-templates

README.md
[![agentmods](https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/cpq-quote-templates/github.svg)](https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/cpq-quote-templates)
Your own site
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/cpq-quote-templates"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/cpq-quote-templates/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for cpq-quote-templates

Your own site · 80×15
<a href="https://agentmods.dev/skills/banibratachatterjee/awesomesalesforceskills/cpq-quote-templates"><img src="https://agentmods.dev/badge/skills/banibratachatterjee/awesomesalesforceskills/cpq-quote-templates.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 110 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 4,105 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00110 $0.04105
Opus 5 $0.00055 $0.02053
Sonnet 5 $0.00022 $0.00821
Haiku 4.5 $0.00011 $0.00411

Measured 9d ago against content hash 3e27f2beafb0, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-12, from the pricing page.

Security

Grade A, and why

cpq-quote-templates scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 9d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check_cpq_quote_templates.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/admin/cpq-quote-templates/SKILL.md · 232 lines

How it starts

The opening of the file, as written. The whole thing — 232 lines — stays where its author put it; the contents beside it link to each section on GitHub.

CPQ Quote Templates

Use this skill when a practitioner needs to design, configure, or troubleshoot Salesforce CPQ (SBQQ) quote templates: building the section and content hierarchy, defining which quote line fields appear in the line items table, controlling conditional section visibility, producing branded PDF output, or supporting multiple languages. This skill does NOT cover standard Salesforce quote templates configured in Setup > Quote Templates — those use QuoteLineItem and are covered by the admin/quotes-and-quote-templates skill.


Before Starting

Gather this context before working on anything in this domain:

  • CPQ managed package must be installed: All CPQ template objects (SBQQ__QuoteTemplate__c, SBQQ__TemplateSection__c, SBQQ__TemplateContent__c, SBQQ__LineColumn__c) exist only when the SBQQ managed package is installed. Confirm the package is present before any configuration.
  • Standard quote templates do not work for CPQ: The most common mistake is directing practitioners to Setup > Quote Templates. Standard templates query QuoteLineItem; CPQ lines live in SBQQ__QuoteLine__c. The result is a PDF with an empty line items table every time.
  • HTML in CPQ templates is converted to XSL-FO: CPQ's PDF engine converts HTML content to XSL-FO before rendering. CSS class-based styling, flexbox, CSS grid, and many positioning properties are silently ignored. All styling must use inline styles on every element.
  • Image size limit is 5 MB per image: Images embedded in template HTML or stored as Salesforce Files referenced in templates must be under 5 MB. Larger images cause PDF generation to fail silently or time out.
  • Multi-language requires separate templates per locale: CPQ has no native translation layer for quote templates. Each language requires a separate SBQQ__QuoteTemplate__c record. Template selection logic must be implemented in a Flow or Process Builder that sets the template lookup field on the quote based on the quote's locale or account language.

Read the full file on GitHub · 232 lines

Files

What ships with it

6 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 9d ago First seen · 232 lines · 110 tokens per session scan A 3e27f2beafb0

Subscribe to this mod's changes

cpq-quote-templates is a skill published in the GitHub repository BanibrataChatterjee/AwesomeSalesforceSkills (3 stars, last pushed 4mo ago), licensed Apache-2.0. It adds 110 tokens to every session and 4,105 once invoked, about $0.0006 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-03.

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