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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44 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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36 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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9 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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15 views

SFDC Architecture for a Signed Sales Quote to become the “Contract” on an Account

I have the following business scenario that I need to turn into a salesforce process: A manufacturer currently has territory-specific pricebooks. When they meet a new distributor, they send the full ...
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1answer
32 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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41 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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11 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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20 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
22 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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17 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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19 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
26 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
44 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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34 views

All opportunity products will be added as quote line items

For an Opportunity (Synced Quote already exists for this Opportunity & Opportunity Products are existing) whenever you try to create another Quote extra QuoteLineitems are created for the Quote. I ...
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1answer
27 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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14 views

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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0answers
13 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
118 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
24 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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13 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
44 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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35 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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1answer
88 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
124 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
54 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
43 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
26 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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12 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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42 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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64 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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0answers
61 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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39 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
32 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
149 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
195 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
62 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
319 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
34 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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50 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
45 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
338 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
143 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
39 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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725 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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0answers
104 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
80 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
166 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
168 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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1answer
52 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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