Understanding System Document Fields
System document fields are standard fields that come preconfigured with BoldSales. They define how core document information is stored and managed across the system. These fields ensure consistency in data capture while allowing you to customize visibility in the create form, mark important fields as mandatory, and arrange them in the preferred order for an efficient document creation and management experience.
Accessing system document fields
Note for non-admin users: If you don’t have access to Manage CPQ features for Quotes and documents, contact your BoldSales administrator to request the required permission.
Note for administrators: For managing permissions, refer to Managing User Permissions (Permission Set)
There are two ways to access system document fields in BoldSales:
All document fields
- Go to Setup > Configure, Price, Quote (CPQ) > Sales Documents from the left sidebar or use the search bar in Setup and type Sales Documents and select the result.
- Click All Fields to see every field across all document types.
Document type-specific fields
- Go to Setup > Configure, Price, Quote (CPQ) > Sales Documents from the left sidebar.
- Under Document Types, select the document type.
- Open the Fields tab to view or manage fields for that specific document type.
System document fields
Billing city
The city of the billing address.
Billing country
The country of the billing address.
Billing postal code
The postal or ZIP code of the billing address.
Billing state
The state or province of the billing address.
Billing street
The street of the billing address.
Company
The company associated with the pipeline record linked to the document.
Document name
The name of the sales document.
Document owner
Stores the user responsible for the document. It helps track document ownership, accountability, and follow‑ups.
Is primary
Indicates whether the document is the primary document linked to the pipeline. Useful when multiple documents exist for the same sales opportunity.
Primary contact
The primary contact of the pipeline record associated with the document.
Shipping city
The city of the shipping address.
Shipping country
The country of the shipping address.
Shipping postal code
The ZIP or postal code of the shipping address.
Shipping state
The state or province of the shipping address.
Shipping street
The street address for shipping.
Status
Indicates the current stage of the document in its lifecycle, from creation to customer response or completion, such as Draft, Sent to customer, Accepted, Declined, Revoked, or Send failed. The options can be customized to suit business needs.
Terms and conditions
Contains legal or business terms for the document to ensure clarity and compliance.
Total value
The total value of the sales opportunity associated with the document.
Expiration date
The expiration date of the sales document.
Notes
Additional details or remarks to provide context for this sales transaction.
Frequently asked questions (FAQs)
Can I delete a system document field?
No, system fields cannot be deleted, but you may rename them or modify their visibility.
