Creating an Interactive Document Template and a Sales Document (Microsite)

Interactive Web‑only document templates in BoldSales allows you to create dynamic templates for any custom document type that uses the interactive content format. This guide explains about creating a custom document type, building a new template, designing it using available tools, and generating or sharing the final document directly from your pipeline records.

Creating an interactive document template

An interactive document template is a web‑based template that lets you create dynamic, engaging documents with videos, animations, and other interactive elements.

Note: To create an interactive document template, you must first have a custom document type with an Interactive content format. If you have not created one yet, follow the steps in Creating custom document types.

After creating a custom document type:

1. Go to Sales Documents from the left sidebar menu and select Manage document types at the bottom, or go to Setup > Configure, Price, Quote (CPQ) > Sales Documents from the left sidebar.
2. The list includes both system‑defined document types (for example, Quote, Contract, Invoice) and the custom ones you have created.
3. Select the interactive document you created under the Custom category.
4. It opens with the Single Document Templates tab selected.

Creating single document template

A single document template is used to create and share a single document link.

To create templates for a custom document type, you must first link that document type to a pipeline. Templates can only be created after the document type is associated with a pipeline.

To create a template

1. Click

2. A Create Template dialog will appear. Fill in the following mandatory fields:

   • Template name – Update the name for the template.
   • Document type – Auto selected but still changeable, if you have more than one document type.
   • Available in pipeline – The pipeline selected during document creation is selected by default. However, you can change it from the dropdown only if multiple pipelines were selected during document creation. If only one pipeline was selected, it will be the only available option and cannot be changed.

3. Click Create. You will be redirected to the template creation page.

The below image shows how to create a single document template.

4. Click to begin designing your template.

Designing a template

Once you enter the editor, you will find:

• Orientation – Portrait mode is selected by default, click the dropdown next to Portrait to switch to Landscape. This controls the direction in which content is displayed on the page.
• Page size – A4 size is selected by default, click the dropdown next to A4 to switch to Letter. These options let you choose the physical dimensions of the page you’re working with.
• Navigation pane (list of pages) – Check the Navigation pane option to display a sidebar showing a structured list of all pages or sections in the document

Page creation tools overview

Use the + icon at the top of the page to add Banner, Blank page, or Embedded page to your template.

Banner

Banner actions

Banner actions

Page‑level actions (Blank page)

Each page in the editor provides the following options:

Page content elements (+ icon inside a page)

Click the + icon inside a page to add content elements such as:

Template Defaults drawer

Access the Template Defaults drawer by clicking the Defaults icon at the top-right of the editor (next to Insert field).

Click Publish to make the template available to users when generating documents.

Creating multiple document templates

Create a multiple document template when you want to send many documents at once using a single link instead of sharing them individually.

A multiple document template is a template used to share a collection of documents in a single link.

To create a template

1. Go to the Multiple Document Templates tab.
2. Click + Create Template.
3. A Create Template dialog opens. Fill in the below fields:
   • Template name – Enter a name for the template.
   • Document type – Auto selected when accessed from a document type page.
   • Available in pipeline – Select the pipeline where this template will be used.
4. Click Create. You will be redirected to the template creation page.
5. Click Create from Scratch. You will be taken to the editor page.
6. Hover over the Add your title here… area and click the pencil icon to enter a title.

Adding a document

1. Inside the document editor, click + Add.

2. Select Document from the available options.

3. Choose to or select one of the previously created single document templates.

4. If you select an existing template, click

5. If you choose to create from scratch, you will be taken directly to the template editor.

6. Follow the same editing steps described earlier for template creation.

Adding a video
You can enhance your document by embedding videos.

1. Inside the document editor, click + Add.
2. Select Video from the available options.
3. In the Add Video dialog:
   • Enter the Title (required).
   • Provide the Video URL (required) (supported sources include YouTube, Vimeo, etc.).
4. Click Add to insert the video into the document.
5. Use Cancel if you do not want to proceed.

Template dropdown features

• Template dropdown – Click the dropdown beside the template name to view all templates available.
• Click + Create new document – Create a new document inside the current multiple document template set.

Additional navigation options:

• Back to documents – Navigates back to the list of all documents within the template.
• Action menu (three dots menu next to the template name) - select to edit template name or delete.

The below image shows the template features.

6. Click to make the template available for use during document creation.

Generating, editing, and sharing sales documents

Once your document templates are ready, you can quickly generate sales documents that can be shared with customers using either a public link or email.

To generate a document from a pipeline, follow the steps below.

1. Go to Business Process Pipeline (Pipelines) in the left sidebar.
2. Select the pipeline you used during document creation from the dropdown menu.
3. This opens the listing page of the pipeline. You can either select an existing record or create a new record.
4. In the details page of the pipeline record, go to the Sales Documents tab.
5. Here, you’ll see all the documents related to the pipeline record. Select the custom document type you created.
6. Click +(X) where X is the name of the document type. You will be redirected to the template selection page, you can either select a template from the single document template dropdown or the multi-document templates dropdown.
7. After selecting the template, click Use this template.
8. Click Edit Fields. A drawer opens for you to confirm the fields and fill in the fields that are not yet filled out. Click Save Changes.
9. Click the dropdown next to Share. Select either Copy public link, Send via email or Download from the dropdown menu.

The below image shows how to send the generated document.

10. If you select Send via email, a New Email drawer opens. Fill in the subject and add any additional details.
11. Click

Tracking document status from the Sales Documents module

Note: To configure document status, you must select the required status options based on your document workflow.

If no option is configured, the document will remain in the Draft status by default. For more information on creating and configuring options, refer to Creating a custom document type.

You can track the status of a sales document sent using either of the following methods:

Method 1: From the pipeline record

1. Open the pipeline record.
2. Navigate to the Sales Documents tab.
3. Locate the sent document.
4. Check the Status column to view the current status of the document.

Method 2: From the Sales Documents module

1. Go to Sales Documents from the main menu.
2. Select the required document type (for example, Quote, Proposal, or Contract) from the left sidebar.
3. Find your document in the list.
4. View its current status in the Status column.