Creating Custom Document Types

Custom document types in BoldSales allow you to create your own versions of sales documents to match your internal workflows. You can choose between Standard (PDF-compatible) or Interactive (web-only) formats, customize fields, define numbering rules, and control where each document type is available.

You can also set up internal status stages and optional customer-driven approvals, allowing documents to automatically progress based on customer actions. This gives teams full flexibility to structure, track, and manage documents in a way that fits their process.

This article explains how to create Standard (PDF-compatible) and Interactive (web-only) custom document types in BoldSales.

Creating a custom document type

Navigate to document types

1. Go to Setup > Configure, Price, Quote (CPQ) > Sales Documents from the left sidebar.
2. Alternatively, go to Sales Documents from the left sidebar and click Manage document types.
3. Under , click next to Custom.

Create new document type details

In the Create New Document Type form, enter the following details:

Document type

Enter the main name of the document type (for example, Proposal or Scope Document).

This name appears across menus, lists, and templates.

Content format

Select one of the following based on your requirement:

Standard (PDF-compatible)
Choose this option if the document:

• Must be downloadable or printable as a PDF
• Requires a fixed layout
• Supports pricing tables and eSignatures
• Needs customer approval tracking

This format is suitable for quotes, contracts, invoices, and other formal documents.

Interactive (Web-only)
Choose this option if the document:

• Is intended to be viewed only on the web
• Includes interactive or rich media content
• Does not require PDF download or eSignature support

This format is suitable for presentations, marketing material, and product showcases.

Note: The selected content format cannot be changed later.

Single record name

Enter the singular label used to refer to an individual record of this document type. This label appears in places such as the Create Record button (for example, + Quote). If a unique singular label is not required, you can use the document type name itself.

Multiple records name

Enter the plural label used when displaying multiple records of this document type. This label appears in menus, dropdowns, and list views (for example, All Quotes). If a separate plural form is not required, you can use the document type name itself.

Description

Enter a short description (maximum 30 characters) to help users identify the document type.

Configure availability and numbering

Pipelines

Select the pipeline(s) where this document type should be available.

Prefix

Enter the prefix that appears before the document number (for example, PRO).

Starting number

Enter the number from which the document numbering should begin.

Document number format

Review the autogenerated format that combines the prefix and starting number (for example, PRO1000).

Embedded script URL

Enter the URL of the script that should be embedded into the document. This script runs within the document to enable custom behavior or interactive functionality.

Note: This field is available only for Interactive (Web-only) document types and does not appear for Standard (PDF-compatible) documents.

Configure fields (optional)

1. Click to open the Fields section.
2. Click to:
   • Select existing custom fields, or
   • Click to add a new custom field.
3. Configure required field properties such as field name, API name, and field type.
4. Save the field configuration.

For more details on pipeline fields, refer to Customizing pipeline fields and Creating custom fields.

Configure internal status workflow

After configuring the fields, click to configure the Document Status.

Internal statuses help you track and manage a document’s progress through your internal process, ensuring every stage is clearly defined before the document is sent to a customer.

Use this section to define and manage the internal stages a sales document goes through before it is sent to a customer.

You can:

• Add a new status. Click Add option. This opens a window where you can enter a status name. Optionally, check Require a reason when selecting this status. When enabled, users must provide a reason when selecting this custom status. If disabled, a reason is not required. Optionally, choose a color for your status and click Save.

Note: You can add up to 7 options.

• Click the more actions menu (three dots) next to an existing custom status and select Edit to update the status.
• Click the more actions menu (three dots) next to an existing custom status and select Delete to remove the status.
• Click to adjust the sequence of the list.

Enable customer approval workflow

Note: This option is only supported for documents with a Standard format.

For document types with a Standard format, when Enable customer approval workflow is checked, this workflow automates status updates based on customer actions. The system displays customer-driven statuses and updates them automatically as the customer interacts with the document.

When unchecked, customer-related statuses do not appear. Only internal statuses are available, and all updates must be done manually.

Each customer action is tracked as its own status:

• Sent to customer – The document has been sent to the customer.
• Accepted – The customer has approved the document and agreed to proceed.
• Declined – The customer has rejected the document.
• Revoked – The customer’s approval has been withdrawn and the document is marked as inactive.
• Send failed – The system attempted to send the document, but delivery did not succeed.

After configuring all the required fields, click to add your document type.