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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1answer
13 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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11 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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23 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 ...
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1answer
23 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
37 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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38 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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34 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
30 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
35 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
54 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 ...
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1answer
123 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 ...
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1answer
146 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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53 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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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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16 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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55 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
92 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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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 ...
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1answer
55 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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29 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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69 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
44 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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154 views

Why to Sync quotes with process builder generates many Synced quotes in the same Opportunity?

I need to Sync a quotation automatically when the user selects the quote status "Quotation sent". So I created in quote, a process builder that updates "SyncedQuoteId" field of the opportunity with ...
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19 views

Quote Line Item

I have one standard field Quantity and one custom field Size on quote line item object.I want to have new custom field to record size per quantity. For ex- I want to purchase total 4 jeans of ...
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1answer
20 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? ...
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193 views

How to apply theme for standard line item drawer field set in CPQ Quote object Records view?

I have applyed genaral themes for Quote object Records view. when am clicking EDIT LINES standard button it will be redicting to Quote records and Quote line field sets. Here my requirement is i want ...
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1answer
100 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 ...
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1answer
596 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
119 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
166 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 ...
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1answer
960 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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1answer
114 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, ...
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1answer
126 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 ...
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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 ...
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2answers
569 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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1answer
114 views

Does “Email Quote” leave any artifacts? Possible to query OutgoingEmail?

I am digging around trying to figure out what sort of options we have to trigger an event when someone executes the Email Quote standard action on the Quote object. I poked around the child ...
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0answers
272 views

PageReference for quote/quoteTemplateDataViewer as PDF is blank

I'm having trouble getting a PDF when using a PageReference to the quoteTemplateDataViewer. This class is creating a QuoteDocument on the Quote record, but the contents of the document are blank. ...
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1answer
20 views

Get “allow email” attribute of quote status entry via apex

Under setup, when defining quote status you're allowed to check a box that says "allow email" on the individual status. I need to get the value of this property per status in apex: Schema....
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1answer
118 views

Data & Analytics advanced contacts

anyone knows what is "data & Analytics advanced contacts"? we find this item in the product bundle from Marketing Cloud product list, what kind of functionalities it provides? Thank you!
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1answer
740 views

Are quote line items automatically created when inserting a quote in apex

I was reading this trailhead and it says quote lines are automatically created from the opportunity products when a quote is created. At this point, he selects the quote, and he sees that the ...
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2answers
2k views

Programmatically generate Quote PDF in Lightning Component Apex controller

I'm trying to programmatically generate and insert a Quote PDF, given a Quote Id and a Template Id, within an @AuraEnabled method in my Lightning component's server-side controller. (N.b. - the ...
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1answer
127 views

Add multiple Item on quotes with VF Page by a Button [closed]

Hello I am embarking on an important project. I wish to know if it is possible, since a quotation, to add several article by clicking on a button? the goal is the following: to build a quote with all ...
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1answer
324 views

updating custom field in quote from opportunity

i have created custom field gmail in both opportunity and quote and when ever opportunity gmail changes that should be reflected in the quotes related to that opportunity, but it showing duplicate id ...
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1answer
236 views

Prevent attaching to Notes & Attachments while adding to Quote PDFs

I have a trigger that will save the Quote as PDF in Quote PDFs section (QuoteDocument object) whenever the status is updated to Accepted. The problem is, it also attaches to Notes & Attachments ...
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0answers
326 views

Scroll bar disappears when modal closes

I have this modal on Quote object which works as I expect. The problem is that before opening the modal, I have scroll bar on the Quote object main page, but when I open the modal and then I close it, ...
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76 views

QuoteLineItems Stop Adding Opportunity Products

We need to be able to add opportunity products without adding them to the quotelineitems. This is because our special pricing desk needs to inspect each product before it is added to an appended ...
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1answer
27 views

Are quotes enabled by default in all organizations?

Quotes were a feature that an organization had to opt-into by enabling them under Quote Settings. However, I see that in a number of our orgs, the setting is now "disable quotes" and the object is ...
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1answer
418 views

How to override “New quote” standard action with lightning component

I want to override New quote action with a Lightning component to create a record page with only fewer fields : - Two dependant picklists ; - One hidden field. I have follow Trailhead Project - ...
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0answers
60 views

Quote Creation without Use of Opportunity Object?

On pressing Quote Object tab, we are not provided in creating a new record like any other Standard Object (See image 2), then why is there a option in create new Drop-down on the left corner (See ...
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1answer
697 views

Create Quote and QuoteLineItem in the same Visualforce form

I have a requirement to cover the quote and quote line item creation from one form in a visualforce. In the image below you can see the visualforce design: The product information that will be ...