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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0answers
23 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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15 views

Adding products and its related list to quote Line item [closed]

I have created product lookup within product object and named it as add on products.Now,I want to add product to quote line item with related add on products.How to add product's related list to quote ...
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1answer
42 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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2answers
20 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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1answer
10 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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10 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
30 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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2answers
35 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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15 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
31 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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16 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
108 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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29 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
32 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 ...
1
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1answer
30 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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2answers
22 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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0answers
13 views

How to auto populate CPQ Quote in Email Message object Related To lookup field?

I have created CPQ Quote in my edition. Based on my requirement i need to send listed Quote data in selected Template using Email Message. Once clicked save & Email Button in Send an email screen ...
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47 views

“Assertion Failed: Unsupported quote object: …” CPQ Dev Org Error

Completing a Trailhead Project called 'Simplify Home Security Subscription Renewals'. The Project required me to sign up for a Salesforce DE Org with CPQ set up. I have it up and running. The next ...
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1answer
21 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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0answers
21 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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0answers
170 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 ...
0
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1answer
110 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
120 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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83 views

Salesforce CPQ Subscription terms not working for Subscribed products in quote line editor

I have been trying to get subscription terms working: Example of Subscribed product with 15 months as Subscription terms It should reflect the values for Net Total as 2,10,000$ for 13th row in the ...
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0answers
69 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
35 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
53 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
159 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 ...
3
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1answer
233 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 ...
3
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1answer
308 views

Create Package Version Error: Entity Quote not found

I'm trying to create a new unlocked package that adds some custom fields to the Quote object. If I deploy the source to a scratch org everything works as expected. I created the package running: ...
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1answer
124 views

How to display checkbox in custom custom visualforce page for CPQ quote?

I am trying to generate a quote document using custom visualforce page for steelbrick CPQ. I need to display a checkbox in a column (it does not have to be associated with any field). I tried using , ...
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0answers
11 views

Name update of attachment in Quote Attachment

How to change the name of an attachment that is attached in Quote Attachments section?
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0answers
24 views

Change of File name in Attachments in Quote Object

On Quote object after clicking of createpdf button we can select the pdf templates and we can save it to the quote By default pdf attachment is saving with Quote name, is there any possibility of ...
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0answers
107 views

Issue unwanted blank page is created in CPQ Quote template?

I am working with CPQ Quote template. In my Quote template, a blank page is created unexpectedly. I tried to remove it by using, removing space in the content, removing the margin from content, ...
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1answer
156 views

Net total of a quote line item is changing upon calculation

I have a product set to $5000. The product option is set to $5000. When the product is added to the bundle and it is saved, it jumps to $9000. The standard price of the product is set to 5000, it is ...
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0answers
15 views

Changing Quote Status to Won

How can I change the field status of a Quote to "Won" if the customer approves of the quote? I am only seeing a predefined picklist of values that does not include "Won". What is the best way to ...
0
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1answer
70 views

Using lineitemsort.jsp - VF Javascript function not defined

Salesforce uses the lineitemsort.jsp to reorder opportunity and quote line items. I am trying to create a visualforce page with Javascript fucntion (and apex controller) that includes the ability to ...
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0answers
41 views

Salesforce Regular Quote Template - grouping question (not CPQ Quote)

Ann associate of mine asked a similar question over at Salesforce site, but I thought I would ask it here to see if some additional help: Using the regular Salesforce Quote Template (no CPQ being ...
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0answers
123 views

Help Text on a Configuration Attribute in CPQ Line Editor

I am trying to accomplish what I think would be a simple task. Is it possible to add help text of some sort to a configuration attribute in the line editor of Salesforce CPQ?
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2answers
55 views

Cannot write test Quote object for Trigger

I have a Quote trigger for which I am trying to write tests. Here is my test class. However, I am getting some wierd errors while writing this. @isTest public class TriggerQuoteTest { @...
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1answer
22 views

How to store only product type/range on Opportunity when specific product choice unknown?

Because it's not possible to change a product once added to an opportunity, what's the standard way to store product family, qty, specifications, etc. while customer decides on the specific product? ...
2
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1answer
158 views

TotalPrice (rollup summary field) on quote shows wrong values

I have a quote with quotelineitems (worth 1000). The totalprice displayed on quote details page shows $1000 , the right value, but when i query the total price i see 9,99.99999 And we have quiet few ...
2
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1answer
928 views

Auto populate Subscription term in Quote line editor

I've tried to set a subscription length to 12 months on the product object, but it doesn't auto populate when you select the product on the quote line editor. is there a way to auto-populate ...
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3answers
152 views

Keep currency symbol and amount on same line in VF

I have create a VF page for (PDF) quote generation however i'm struggling keeping the currency symbol and amount together. Looking at my code ... {!$Label.Quote_PDF_AgreesOnPlanned_Act} <b&...
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1answer
222 views

Unable to generate Quote template after sandbox refresh

We just refreshed our sandbox and when I try to generate or Preview quote document, it is showing as blank. Are there any settings that need to be done after sandbox refresh for quote templates to ...
2
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1answer
1k views

Error: Can't change quote owner. Enable quotes without parent opportunities

I am desperately looking for some answers to this considering Salesforce Support is non-responsive at the moment and this is time-sensitive. We are currently launching/transferring a majority of our ...
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vote
1answer
190 views

How are QuoteLineItems related to OpportunityLineItems

How does the QuoteLineItems Generated from the OpportunityLineItems, Can I add Fields that It can copy? How? I'm looking for a way to add fields to copy from the opportunity items to the quote items, ...
1
vote
1answer
216 views

Opportunity ,contact and contracts or Quote [closed]

We need to send contract to our customer on some condition, but also we need to resend the same contract again or new version of the contract to the same customer(with new dates) if user is not ...
0
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0answers
26 views

What is the best way to enhance the back process when creating a Quote (for example)?

I've noticed that in salesforce, there are certain "processes" that automatically trigger, like When Creating a Quote from an opportunity, It takes the opportunity line items, and generates quote line ...
4
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2answers
718 views

Change total labels in a quote generator CPQ

In Salesforce CPQ, I can't seem to get rid of the "Ongoing Monthly total" and "Ongoing monthly total VAT", in my yearly quote, I've managed to change the layout and adjust everything to yearly except ...

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