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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19 views

is cloning quotes possible?

Is it possible to clone quotes? From my research, the information online seems to be conflicting: It appears that this is not natively available with Salesforce, as this functionality has been ...
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25 views

Quotelineitems aren't creating from OpporunityLineItems in apex test class

My problem is that QuoteLineItem records aren't creating from OpporunityLineItem records in apex test class. As I know it is a standard functionality of salesforce to create QuoteLineItem records when ...
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42 views

Migrate Quote with Quote Number from one Salesforce Org to another

I'm migrating Quote record of one salesforce instance to another Salesforce instance. The Quote number in source org is in Q-{MM}{YY}-{0000} format. I have changed the quote format in my target ...
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23 views

Why Accepted quote create a new contract

I know By default, there is no relation between Contract to Opportunity. we can create a lookup field (Opportunity) at Contract Object. Sorry for the basic type of question. In my sales cloud, org has ...
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20 views

Quote PDF generated by automated process missing fields

I have a community site with e-shop. I have a process builder which fires a platform event after 24 h of opportunity creation if it is not closed by then. Opportunities are created by community users. ...
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19 views

How to navigate to standard Add Products dialog from a lightning component? [duplicate]

If you click Add Products or Edit Products on a quote record, a modal pops up. Is it possible to invoke this modal from a lightning component?
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CPQ-Custom Action on Group (call to lighting componnet) throwing null pointer exeption from Package

I have created a Custom Action and placed in Group, It will make a call you lightning component using URL. When clicking on button it's throwing null pointer exception. But same button if we place at ...
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17 views

Attempt to dereference a null obj on QLE

We are receiving an error upon adding a product on Quote shown on image below This seems to be a managed package class. Does anyone know how to resolve and where is it coming from?
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138 views

CPQ New Quote Button not available in a partner community

I configured a Partner Community for some Sales Agents in order to they can configure a quote for the customers. So, I encountered problem for the new Quote standard button. Basically, in the list ...
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14 views

Trigger not firing from deal hub

We have shifted our CPQ to deal hub now. We want to fire a trigger on insertion of Quote(standard). From anonymous window the apex code works fine. But when quote is inserted through deal hub, the ...
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2answers
193 views

CPQ: How to verify if manually triggered recalculation is success?

We have a scenario that sometimes in CPQ, the ghost quotes which gets created does not automatically gets deleted because the internal CPQ calculation fails. https://help.salesforce.com/articleView?id=...
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65 views

Community User auto email quote PDF

I'm trying to generate and auto-send a quote to a community User when they Close Won an Opportunity. I have a Flow that calls my apex class. I've debugged while logged in as the user and the error I'm ...
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14 views

Overriding Name for QuoteDocument

We create PDFs from quotes, and they get filenames on the form VX.pdf (where X increments). So customer wants to have the filenames be -.pdf. I've tried setting the ContentVersion PathOnClient to ...
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1answer
106 views

How do I add a QuoteDocument as an Email Attachment

Hey team I'm attempting to auto send a Quote via Email out to a client, but having issues attaching the QuoteDocement to an email via Apex. When the code runs I get a blank PDF. Thoughts on the below ...
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284 views

Attempted to sync object 00k5b00000OlMOt which was previously synced in this transaction

When clicking "Start Sync" on a Quote under an Opportunity, we get this error: "Attempted to sync object 00k5b00000OlMOt which was previously synced in this transaction" The ...
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21 views

Creating QuoteDocument with Apex behaves strangely in one org

In my class I have a future call to create a QuoteDocument. This works fine in all orgs (sandboxes and production) I have access to. But in the target org, it only creates an empty PDF (in a partial ...
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23 views

I would like quote line to start from 1 each time on quote template

Any solution to this issue yet? The line numbers on quote template. I would like them to start from 1 all the time, but this is what happens: They keep adding for example when I create my 3rd quote ...
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1answer
74 views

SF - Create Flow based on 'If Quote Line Items Name Contains'

I am trying to create a flow based on the following: When a Quote status changes to 'Accepted' Check all Quote Line Item Product Names If any Quote Line Item Product Names contain a certain string ...
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1answer
174 views

How to add new Quote line via CPQ Custom Script

I'm writing a custom script for CPQ Calculator. I'm using the onAfterCalculate method to insert new quote lines using JSForce. export function onAfterCalculate(quote, lines, conn) { let ...
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42 views

How to change the appearance of quote templates with custom fields to include quote line item numbers?

In my opportunity I created quotes and added quote line items. They appear very nice in here (1, 2, 3, 4, 5). However, when I click on create PDF It shows them without the line numbers. How can I ...
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1answer
232 views

Can't Access Quote Line Items through Quote Object in Process Builder

When I go to create a new process in Process Builder on the Quote Object, why are Quote Line Items not an option under field selection? See image below - The 'Line Items' that shows is just a count ...
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1answer
354 views

Opportunity LineItems is deleted when trying to sync quote

I am adding an Opportunity Line Item within my Apex code. When I create a Quote, I would like that quote to sync automatically and use the Opportunity Line Item and copy it in the Quote Line Item. I ...
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1answer
43 views

CPQ - How to conditionally renderig fields on quote edit lines

I want to render the Contracted price term field on quote edit line drawer based on Product Family
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CPQ Column Resizing - Enable just for one profile?

Is there a way to enable column resizing in CPQ without enabling it for the entire organization? I want to enable it for one profile, but not for all CPQ users. The documentation on this feature is ...
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54 views

Customize "New Quote" button

I have created a new Javascript button on the Quote Object. Quote is a child object of Opportunity. From the Opportunity, the user will see "New Quote" and be able to create the quote. I ...
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1answer
127 views

Creating quotes - code just stops running with no errors

I created the following to create Quote records and PDFs for all of them. The code runs up until QuotePDF.Document = QuotePage.getContentAsPDF();and then just stops, with no errors of any kind. The ...
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1answer
56 views

Can we create a Managed package version with Quote object?

I am trying to create a managed package version, but getting the below error. I can see the QuoteSetting is enabled in my project-scratch-def.json. I know that this will anyway not getting executed ...
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72 views

Test Class Error : FIELD_INTEGRITY_EXCEPTION, You cannot change the currency of an opportunity that has quotes related to it

I am trying to set opportunity SyncedQuoteId field with a quote id in a test class. The opportunity is only having one quote. But I am getting the following error only on an one sandbox. On other ...
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0answers
185 views

Quote is not syncing properly using the Flow

I'm trying to create the flow like this: When the opportunity is created, automatically create the quote which is synced to this Opportunity. I create Quote in the flow, store Quote Id variable, and ...
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1answer
156 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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1answer
600 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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2answers
125 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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1answer
73 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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1answer
49 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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65 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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1answer
38 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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2answers
445 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
356 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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1answer
105 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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1answer
553 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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1answer
50 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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62 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
56 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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0answers
535 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
277 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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2answers
59 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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985 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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148 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
143 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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