Questions tagged [quote]

The Quote object represents a quote, which is a record showing proposed prices for products and services. Quotes can be created from and synced with opportunities, and emailed as PDFs to customers

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9 views

How do you update the cpq quote's object status field to match the opportunity's status field?

How do you update the quote's status field to math the opportunity's status field. Should I create it through process builder?
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62 views

Lightning Component - Access Quote Attachments

I have this flow in my customer community that loops over the quotes of a given opportunity and shows relevant information about every quote in a separate slide. This may include attachments uploaded ...
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21 views

how can we create a quote without an Opportunity

I am trying to create a custom button for New quote in 'Quote' record page. I dont wan't Opportunity field.But that field is required in 'Quote'. Any solution?
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33 views

How to set values to 'Bill To' field in Quote object via apex

Quote quote = new Quote(); quote.Name = 'TEST'; quote.BillingName = 'ROY';// This is the 'Bill To Name' field quote.BillingAddress.BillingStreet = 'KOCHI';//Is this the right way? insert quote; ...
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37 views

I would like to be ableto change the date format on the PDF quote. Expected format 21 Oct 2020. Instead of 10/21/2020

When generating quote the expected dateformat is 10 OCT 2020, How it possible to print 10 OCT 2020, date format on quote pdf
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19 views

Is there any predefined field on quotline which calculates product quatity for amendment quote

when amending the contract, If we increase quantity for allready subscrption products, When generating invoice its showing total quantity, not newly added(i.e increased) quantity
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11 views

Does anybody knows that to use a custom amount field instead of standard amount field?

Our client wants to use the Custom Amount Field based on Multiple Custom Currency Field, instead of Standard Amount Field on the opportunity and quote object. But, I couldn't say to our client because ...
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41 views

Locking child records without locking parent record in MD relationship

Working on Quotes and Quote Line Items Scenario : Quote and Quote Line Items are linked in master detail relation ship. Scenario here is we need to Lock the quote Line Item records only and not the ...
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25 views

Launch a Lightning Component from a Custom Action

if anyone knows I want to add a new action on the quote line editor, as you may see in the screenshot I have already modified a button however I need it to call a lightning web component and I don't ...
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42 views

How to summarize line columns values in quote template?

I want sum all the quantity's from QTY line column, How to summarize the line columns?
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26 views

Clone a quote and mantain the relationship with its original quote line items

I'm trying to make a button which clones the quote and keeps the relationship with the original QuoteLineItem. Basically I don't know how to clone related lists. I get the quote Id from the page with ...
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27 views

How do I check Approvals != null in formula field on Quote object in salesforce [closed]

How do I check, in formula field on Quote object, Approvals != null. I can see in related list that there are 2 Approvals.
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1answer
46 views

How to call a lightning web component from within CPQ quote line editor

if anyone knows I want to add a new action on the quote line editor, as you may see in the screenshot I have already modified a button however I need it to call a lightning web component and I don't ...
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1answer
62 views

How to customize Generate Document button in Quote object?

The Preview and Save & Email buttons should also work automatically after clicking the Generate Document button on the quote object. How can i customize those three standard buttons as one custom ...
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36 views

Salesforce CPQ - Force users to enter a quantity

I would like to force users to enter a quantity for every line item in the quote line editor. When saving the quote, Salesforce CPQ will automatically set the quantity to 1 if any value smaller then 1 ...
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52 views

How to create custom quote template

I am curious how would you create a quote template through html, the inbuilt template don't appear to have this functionality.
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26 views

Validation rule error CPQ

I am trying to lock quotes in CPQ. I insert TEXT(Quote.Status) = "Certain Value". I get the response of Error: Syntax error. Extra '.' Any recommendations to lock a quote in CPQ ?
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23 views

Pre populate a lookup field with CPQ Quote

Usually in Salesforce when we click on "new" button from parent object to create a child object, the lookup field is pre populated with the ID of parent object. But in the case of Quote object when I ...
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1answer
31 views

How can i refer QuotelineItem fields from Quote Object? [closed]

Can formula field on Quote obj solve my use case?
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83 views

CPQ Product Rule Not to functioning with “Disable and remove”

We are adding a legacy product to our org so we can track renewals, and were advised to create a Product Rule to ensure this product is only available to our grandfathered-in customers. The goal is ...
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1answer
66 views

“Start Sync” On Quote setting different Unit Price on Opporutuniy Line Item when Discount has many decimal places

When using the standard Start Sync button on a quote and having many decimal places in the discount, the Unit Price seems to change on the related Opportunity Line Item (OLI) attempting to be created. ...
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24 views

Using a case formula in process builder for updating discount rates when net price falls under a defined range

Working on a price slab with various disc. rates, for example if ListAmount__c <= 2499 the field additional disc is updated to 2.5 , then system calculates Customer Amount (Net Amount) when this is ...
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2answers
27 views

Data Loader - Connect Activity/Tasks to Quotes?

I'm Data Loading from Org to Org. Accounts, Contacts, Opportunities, Leads, Activities, Products, Price Books, and Quotes are all complete. I just finished Quotes. Activities/Tasks are showing on ...
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287 views

How to auto-sync a quote and an opportunity in Lightning?

For Classic this is an old question, which can be solved via an Apex trigger. This is the code that I am using now: trigger QuoteAutoSync on Quote (after insert) { Map<Id, Id> quoteMap = new ...
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15 views

Email Quote Attached File Rename

There is one standard Button on Quote object called "Email Quote". When i Click on it will open in popup with To address, subjects, and Attachment. Attachment is coming from Quote Pdf which is located ...
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44 views

Looking for a way to generate and show a Quote PDF in Lightning

My org has a number of Quote templates. In Classic we have created a custom JS button that automatically selects the proper template, generates the Quote PDF and pops up the generated PDF along with ...
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1answer
56 views

How to throw an error using trigger, if an opportunity already having a quote and agreement, and agreement status = in Effect?

when I create a quote (using a button on opportunity object), I want to throw an error when Status Category = 'in effect' and there already exists a primary quote i.e Primary Quote Is Checked. ...
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60 views

UnSync Quote from Opportunity When Field changes using PB

Trying to use a PB. Very simple, if Field A changes opportunity, UnSync Quote by Setting SyncedQuoteId = Globalconstant.null. However, I'm only able to do this from a PB based on Quote Object fields ...
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66 views

CPQ is creating amendment quotes as another user

We have a custom trigger on the SBQQ Quote object that deletes the auto-generated opportunity and associates an existing opportunity to the newly created quote. This was working in the sandbox but not ...
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15 views

how to toggle Salesforce CPQ Document generation button in lightning record page

We have a salesforce CPQ lightning action button which refers a VF page. it comes with the salesforce CPQ package. What we are trying to achieve here is whithout two different pagelayout , we want to ...
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1answer
38 views

Why lookup reference Ids not cleared on deletion?

If I delete the quote record "Synced Quote" field on opportunity does not clear the value. Because of this any further update on Opportunity fails with "Invalid Cross Reference Id" exception. At ...
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49 views

Discount is being added to a quote line even when there is no discount schedule or manual discount CPQ

I have a quote line where the user enters the subscription term(month) as follows. When user saves the quote line an additional discount of 10% is added automatically even when there is no discount ...
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99 views

CPQ - How to Adjust Price rule to avoid Multiple Results from Query Error

I am receiving the following error around a price rule I have created: This price rule is being used in conuntion with lookup queries and a product rule. See screenshots below. The quote this is ...
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1answer
64 views

CPQ - How to create Tiered Pricing by Year for Renewals in CPQ

We have some products that for specific states we are forcing them from Legacy to Premium or Plus to Premium during renewal time. For States where we are forcing customers to go to Premium (one of ...
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36 views

PricebookId lookup on Quote is not populated on creation via Apex

I have 2 sandboxes that are almost identical, but when I run the following code in dev console of each of them, the results vary: Quote q = new Quote( Name = 'test quote', OpportunityId = '...
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1answer
525 views

CPQ - How to perform custom field calculations in Quote Edit lines screen?

Requirement In Edit quote lines screen of Salesforce CQP, we need to add a custom field "Budget" and add a JS script to auto-calculate the additional discount % applicable on all the lines, so that ...
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100 views

Quote Line Item Multi-Line Layout

I entered the product code field (standard field - product2 object) in the layout but this is not displayed in the layout. Why?
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1answer
36 views

Software as a service [closed]

I have a question about the companies that their products based on Software as a service and subscription. If I don't want to use Salesforce CPQ, what other option to create quotes and orders? How ...
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1answer
62 views

Creating CPQ QuoteLineGroup records via Apex not visible in Editor

I have a trigger set up that is intended to create QuoteLineGroup records for a Quote when the Quote is first created, based on the Assets that exist for the Account. The trigger works as expected and ...
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99 views

Pricebook and PricebookEntries with different currencies

Can Pricebook and its PricebookEntries have different currencies? So, if I create a Pricebook with currency USD and its PricebookEntries with multiple currency like USD, GBP, AUD, etc., is this ...
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1answer
36 views

Different QuoteDocument using Connected APP REST API and Workbench / Interaction

I've set up a autolaunched Flow, which creates a PDF based on a Quote Template. My connected APP use this Flow through the REST-API. The output is an empty PDF with a Size of 2 KB. The same Flow, ...
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61 views

Open Send Email Component in Utility Bar

Can I use the standard send email docked component (email quote) and call it from a custom component?
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1answer
581 views

How to transfer Opportunity Line Items to Quote with Flow

I have a custom New Quote button which has some pre-defined fields when creating a quote from an opportunity. I learned it the hard way, that using such custom actions, the Opportunity Line Items will ...
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1answer
388 views

Auto populate fields on quote creation

Is there any way to auto populate Quote name field with parent opportunity name when click on new button.I know that It is possible in classic by url hack but how to achieve it in lightning.Any ...
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1answer
290 views

Quote Calculator plugin doesnt seem to be firing at all

I have a requirement that, whenever we click 'edit lines' button on Quote object the price of the products selected needed to be updated in realtime from SAP. I have created a Custom script JScode ...
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215 views

Running into the error “Opportunity must have a primary quote in order to create an order.” when renewing contracts from Apex

Here is the code that we can run in Developer console to reproduce the error. What this code does: Renews the expiring contract by setting the CPQ renewal fields to TRUE. Queries the renewal ...
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1answer
52 views

Prevent Automatic Creation of QuoteLineItems

When you go to create a Quote, Salesforce automatically grabs the Products from the Opportunity and creates QuoteLineItems. Is there any way to override this behavior?
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1answer
65 views

Enhanced Lookup for Contract on Quote in CPQ

In CPQ Quote object record when we try to add Master Contract Record using lookup Icon we only see Contract Number and Owner. We wanted to enhanced this lookup to be able search it by Contract Name , ...
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1answer
365 views

Approval process not assgining to correct approver , Approval process not working as expexted!

if Discount 0 to <=5 area manager if Discount 5> to <=10 sales manager if Discount 10> CEO i have two fields on the user object area manager & sales manager(i will assigin this two ...
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1answer
398 views

Salesforce CPQ - is there a list of applied Price Rules per Quote Line?

We have many complex price rules created. Now when we Calculate a quote, some of these price rules are applied, if their conditions are met. Many rules may apply on a single quote line. For developers ...

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