Understanding Document Types (System and Custom - PDF-Compatible, Web-Only)

Document types in BoldSales define how your sales materials are created, shared, and delivered to customers. By understanding the differences between system-defined and custom document types, whether PDF compatible or web only, you can ensure your teams use the right format for each stage of the sales cycle.
This article explains the document types in BoldSales, and what each document type supports.

BoldSales supports two types of document types:

• System document types – Supports only the Standard content format.
• Custom document types – Supports Standard and Interactive (Web-only) content formats.

Note: For more information on content formats, refer to Understanding sales document content formats section.

To view document types:

• Go to Setup > Configure, Price, Quote (CPQ) > Sales Documents.

• Alternatively, use the Setup search bar and type Sales Documents.
  

System document types

System document types in BoldSales are predefined, cannot be deleted, and are used for formal sales documents that require structured content, approvals, and signatures. These document types support common sales processes and include the following:

• Quotes
• Invoices
• Contracts

Custom document types

Custom document types let you create documents based on specific business needs. You can create custom document types in either Standard or Interactive (Web-only) content formats.
For more details about creating a custom document type, refer to Creating Custom Document Types.

Understanding sales document content formats

Standard content format

The Standard content format is used for structured sales documents. This format is used by all system document types and can also be used for custom document types.
Standard content format supports the following:

• PDF compatible documents
• Pricing tables for product and pricing details
• eSignature fields for approvals and acceptance
• Templates to define layout, dynamic fields, and signatures
• Internal document status for approval tracking
• Customer approval workflow which automatically updates the document status based on customer actions, including when the document is sent, opened, accepted, completed, rejected, or revoked.

Standard content format is suitable for documents that require accuracy, approvals, and legal acceptance.

Interactive (Web only) content format

The Interactive content format is used for web based documents designed for engagement. It is available only for custom document types.
Interactive content format supports the following:

• Web only documents
• Rich content such as banners, videos, animations, and embedded URLs
• Single or multiple templates within the same document type
• Internal document status for approval procedures
• Analytics to track customer engagement

Customer engagement is tracked using Analytics metrics such as engagement score, visits, time spent, interactions, CTA clicks, and document views.

Note: Interactive content format does not support PDF output or customer engagement workflows. It is intended for marketing documents and sales collaterals that focus on engagement and insights.

Frequently asked questions (FAQs)

What is the difference between Standard and Interactive document types?

Standard document types are PDF compatible and support pricing tables, eSignature fields, and customer engagement workflows.
Interactive document types are web only and focus on engagement using rich content and analytics.

Can a document type be changed after creation?

No. Document type format cannot be changed after creation. Create a new document type if a different format is required.

Do Interactive documents support approvals?

Yes. Interactive document types support internal document status to manage approval procedures before sharing with customers.

Why do Interactive document types not support customer engagement workflows?

Interactive document types provide Analytics instead of workflows. Analytics offer detailed engagement metrics that show how customers interact with the document.