2022 Developer Survey is open! Take survey.

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

Filter by
Sorted by
Tagged with
0 votes
0 answers
39 views

CPQ Quote Line Group Sub Total is not showing the correct amount when its Optional

In CPQ quote line editor when I change the Quote Line Group as optional all the quote line items are change to optional. But the subtotal is showing the sum of quote lines. But its should be 0 since ...
user avatar
1 vote
0 answers
38 views

QuoteDocument, convert data from document field to pdf

I've been trying for days to access the quote's PDF file from an external site linked to my org with heroku connect, I was finally able to retrieve data from QuoteDocument Object documentation. It ...
user avatar
0 votes
0 answers
42 views

New Quote button not visible in custom object related list view

I have created a custom lookup field on Quote to an Custom Object X . I added "Quote related list" on this Custom object x page layout . However Im not getting any option to add buttons in ...
user avatar
1 vote
0 answers
23 views

Change the locale of Quote PDF

We have a problem in my org related to the locale and the creation of the Quote PDF. We have 2 offices ("Europe" and "America") for the Quote object, specified in the Office (...
user avatar
0 votes
0 answers
32 views

Sync opportunity item custom fields when creating new quote

I know there are already some answers for this, and also some apps on appexchange, we currently use Custom Quote Sync (Unmanaged) which works "well" on quote sync -> opportunity. However, ...
user avatar
-2 votes
1 answer
20 views

Salesfor Quote object Created By and Subtotal field accessibility

For the Salesforce Quote object, is it possible to change the Created By and Subtotal fields to read/write or is it a hard limitation that these fields are read-only?
user avatar
0 votes
0 answers
44 views

CPQ Clone Group - QCP

I have a request to return a custom cumulative total for each quote line group based on the lines included in each group. Thanks to this article, I've got the QCP looping through groups on the quote ...
user avatar
-2 votes
1 answer
54 views

Soql how to get quotelineitems related to opportunity

I want to fetch all the quotelineitem items related to an opportunity. Also, when we make a inner soql (eg. Select id, (select ID from contacts) from account) here if we want contacts of a ...
user avatar
  • 11
0 votes
1 answer
36 views

validation rule for not changing a field by Quote status Closed Won besides the Admin profile

Good day,  I have to create a validation rule that will prevent all users for changing of the field Account on Quote object when the Quote Status is closed won.  Here is my validation rule, and it is ...
user avatar
0 votes
0 answers
6 views

A task should be created when a quote field is updated via mail

A task needs to be created when email action is changed to 'Call Back' (field is not changed manually but via mail). I tried with flow like this, but it is not working. Any idea on what I may be ...
user avatar
0 votes
0 answers
70 views

Create task and change the opportunity stage when quote is updated to particular status via mail

A task needs to be created when quote status is changed to 'Sent' (status is not changed manually but via mail). Also when status is changed to 'Accepted' or 'Denied' opportunity stage should be ...
user avatar
0 votes
0 answers
22 views

Create task when quote is updated to particular status via mail

A task needs to be created when quote status is changed to 'Sent' (status is not changed manually but via mail). Also when status is changed to 'Accepted' or 'Denied' opportunity stage should be ...
user avatar
0 votes
1 answer
21 views

Quote Status to not update (be disabled) after is Accepted or Denied

Once the Quote status changes to accepted or denied I want to make sure that it won't be allowed to change again. Can it be done with flow? Any suggestions how can I make that happen?
user avatar
0 votes
1 answer
63 views

Update Opportunity Stage when Quote Status is Changed [closed]

Is there a non code way to solve this? I need the the Opportunity status to be updated (closed won or closed lost) when the opportunity's quote' status is changed to accepted or denied? I tried with ...
user avatar
0 votes
0 answers
328 views

Pushing Custom Fields from Opportunity Line items to new Quote Line Items

So - I know there are some answers for this already in the form of a couple of apps available on the AppExchange, plus one from "douglascayers" which seems to do exactly what I'm trying to ...
user avatar
0 votes
1 answer
105 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 ...
user avatar
  • 79
0 votes
0 answers
29 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 ...
user avatar
0 votes
2 answers
84 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 ...
user avatar
0 votes
0 answers
31 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 ...
user avatar
  • 159
1 vote
0 answers
40 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. ...
user avatar
0 votes
0 answers
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?
user avatar
  • 1
0 votes
0 answers
27 views

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 ...
user avatar
0 votes
0 answers
18 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?
user avatar
  • 37
0 votes
0 answers
15 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 ...
user avatar
1 vote
2 answers
487 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=...
user avatar
0 votes
0 answers
106 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 ...
user avatar
1 vote
0 answers
40 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 ...
user avatar
1 vote
1 answer
270 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 ...
user avatar
4 votes
0 answers
341 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 ...
user avatar
  • 43
0 votes
1 answer
186 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 ...
user avatar
1 vote
1 answer
505 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 ...
user avatar
  • 948
0 votes
1 answer
404 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 ...
user avatar
0 votes
1 answer
637 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 ...
user avatar
  • 73
0 votes
1 answer
90 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
user avatar
  • 3
2 votes
1 answer
137 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 ...
user avatar
  • 628
0 votes
1 answer
78 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 ...
user avatar
2 votes
1 answer
325 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 ...
user avatar
0 votes
1 answer
210 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 ...
user avatar
0 votes
1 answer
1k 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?
user avatar
0 votes
2 answers
196 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; ...
user avatar
0 votes
1 answer
167 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
user avatar
  • 77
0 votes
1 answer
114 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
user avatar
  • 77
0 votes
0 answers
98 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 ...
user avatar
-1 votes
1 answer
49 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.
user avatar
1 vote
2 answers
775 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 ...
user avatar
0 votes
1 answer
488 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 ...
user avatar
0 votes
1 answer
145 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 ...
user avatar
  • 5
1 vote
1 answer
726 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.
user avatar
0 votes
1 answer
63 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 ?
user avatar
0 votes
0 answers
80 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 ...
user avatar
  • 83

1
2 3 4 5