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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How to delete the ORDERS in salesforce CPQ?

I created ORDERS for a quote and now I need them to be gone from (deleted). The quote is the PRIMARY Quote of the opportunity and it's the only quote we have on the Opportunity. When I'm trying to ...
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Not able to save products in the quote after selecting and configuring the bundle. [TRAILHEAD]

While working on the trailhead I am unable to save the quotes for any product I am selecting. Here's an example what I am receiving after hitting save on product configuration page. It is happening ...
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In Salesforce CPQ, Are the Values of Summary Variables Cached, or Are They Retrieved in Real Time on Calculate?

In Salesforce CPQ, most standard Price Rules are pre-cached in the background during Quote Line Editor (QLE) load to minimize the performance impact. But certain features (like Lookup Queries) are not ...
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Salesforce CPQ: Are Calculations Faster in the Quote Line Editor (QLE) Using Price Rules or the Quote Calculator Plugin (QCP)?

In Salesforce CPQ, when using the Quote Line Editor (QLE), are calculations generally faster using Price Rules or the Quote Calculator Plugin (QCP)? For instance, consider the following Price Rule ...
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In Salesforce CPQ, Do Summary Variables Count Towards Governor Limits?

Consider the following two Salesforce CPQ scenarios: 1) In one scenario, a Summary Variable can have the following values: Aggregate Function: Sum Aggregate Field: SBQQ__ListPrice__c Target Object: ...
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Custom "New Quote" Button - Empty Fields

I'm new to learning SFDC customisation, and have been tasked with improving it on request of our sales team. All we need is to pre-fill the "Opportunity Name" and "Expiry Date" ...
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No QLE custom actions on new sandbox. Cannot add products on QLE

Are there any special steps during the installation proces for the CPQ Custom Actions? I have loaded CPQ into a new sandbox. I do not see the buttons for QLE and there are no buttons when I go to ...
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Blank PDF on quote after create from Apex

I have to add funcionality to my class where i can create PDF file on quote. I'm trying to use code like this : public static void createPDF(String quote) { Quote_Setting__mdt quoteSetting = ...
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Salesforce CPQ - Apex CPU time limit exceeded when generating document

I tried to find simillar topic but I didn't. User has Quote with 302 Quote Lines - when wants to generate Document the Apex CPU time limit exceeded error occured. I tried to: turn off flows turn off ...
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1 answer
163 views

Launch screen flow automatically on field update

I want to run approval process after sales rep update the QuoteLineItem discount value above accepted maximum for user. Is there any possibility to run screen flow automatically when value of record ...
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Some Quote Numbers are not showing in my custom Report

I have a group of rows of Service Branch and Quote Number, Service Branch is "MO Branch", and Other Quote numbers have the value of Service Branch "MO Branch". My question is why ...
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1 answer
33 views

Troubles Updating a Currency Field on Quote Through Create Triggered Flow

Hi Im going to try to illustrate what I want to achieve through this flow: Using Quotes I have a Currency Field named AgencyFee__c on Quote And I have a Cross Object Currency Formula named BankFee__c ...
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URL that launches NewQuote dialog in Lightning?

In Classic, I can launch the NewQuote dialog using an URL like so: let url = "/0Q0/e?nooverride=1&oppid=0060900000NKZXQ&retURL=%2F0060900000NKZXQ"; window.location.assign(url); Note ...
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Lightning displays Quote without Header Panels, Action Buttons or Related Lists

============== Edit: When playing with the Lightning App Builder, I accidentally assigned a simple record page to the Sales application. Undoing this assignment fixed the problem. :-/ =============== ...
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custom auto number field + concatenate account name using flow but get syntax error

UPPER(LEFT(Opportunity.Account.Parent.Name,1})+trim( MID(Opportunity.Account.Parent.Name,FIND(" ",Opportunity.Account.Parent.Name),2))) &'/'& Upper(LEFT(Opportunity.Account.Name ,1)+ ...
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CPQ Quote Template - include current date in generated quote

I was curious if there is a way to get the current date in the generated quote? I currently have the 'Date:' field referencing the 'CreatedDate' formula field that just calls 'CreatedDate', however, I ...
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Is there a way to create/add NEW Quote/Invoice in Order sObject? [duplicate]

Is there a way to create/add a NEW Quote/Invoice directly in the Order Object? I have noticed that only the Opportunity Object have this option (to add/create a NEW Quote). SO, I was wondering if ...
1 vote
1 answer
342 views

CPQ Quote Line Records Bundle Hierarchies with Flow

While I am creating Quote Line records from the Flow. Where products are in the form of Bundle & configured Products. I have filled up the required by field on the child product Quote Line, but ...
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Prefilled fields for Quote Generate Dcoument Email

Is there a way to predefine values for related to and subject in CPQ Quote button Generate Document -> Save & Email?
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Percent of Total field in Salesforce CPQ

I am trying to learn Salesforce CPQ where I have two questions. I have tried to create a Percent of Total product. I have two questions here : I will have to add the Percent of Total product in the ...
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Embedded LWC in Aura Component not loading on QUICK action

I am trying to create a Quick action on Quote object, as LWC quick actions are not supported on Quote object trying to embed the LWC component in a AURA component and use AURA to tag to QUICK action. ...
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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 ...
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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 ...
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514 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 ...
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71 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 (...
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187 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, ...
-2 votes
1 answer
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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?
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211 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 ...
-2 votes
1 answer
268 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 ...
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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 ...
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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 ...
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573 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 ...
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92 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 ...
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1 answer
142 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?
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289 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 ...
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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 ...
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1 answer
816 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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187 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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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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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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2 answers
1k 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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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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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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1 answer
777 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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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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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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920 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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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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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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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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