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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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2answers
29 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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0answers
26 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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0answers
17 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
17 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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0answers
61 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 ...
2
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1answer
49 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
votes
1answer
208 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 ...
0
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1answer
324 views

issue with Salesforce CPQ quote template document

I am trying to create a quote template with Custom quote template content. here is what i am trying to do : on a quote, i have a related list called as eligible users(multiple). with the standard ...
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3answers
58 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
73 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
votes
1answer
452 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 ...
1
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1answer
65 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
45 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
24 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
votes
2answers
289 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
97 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
121 views

Lightning Component for Quote - Save DML action failing

I am writing a lightning component that allows users to navigate to an opportunity, select a quick action button which brings up a modal, the modal contains the quote component. Users are asked to ...
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0answers
131 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. ...
1
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1answer
18 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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0answers
67 views

Salesforce CPQ, Image from a footer component doesn't show on a quote

I've created a CPQ quote and configured all of the related lists and line items and my footer component got broken because the URL expired, I've started hosting the image myself on static resources ...
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1answer
77 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!
1
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1answer
434 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 ...
6
votes
2answers
998 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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0answers
11 views

Syncing Quote - Insufficient inventory error

I understand if you have multiple quotes on an Opportunity you should select one that the customer is going to proceed with and sync the record with your opportunity. When I selected Start Sync I ...
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0answers
10 views

Is there a way to set a default format for Quote PDF Name downloaded as attachment? [duplicate]

I just observed that the standard Name of the attachment post PDF Generation from Quote comes in a standard format - Quote Name + Version Name. Is there a way where we can specify the name formatting ...
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1answer
99 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
239 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
229 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 ...
2
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0answers
245 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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0answers
52 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 ...
1
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1answer
21 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
298 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 - ...
2
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0answers
37 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
455 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 ...
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0answers
110 views

Creating QuoteLineItem after creating Opportunity Line Item

I have created a webservice to create Opportunity, OpportunityLineItem and related Quote. When I do the same activity in configuration. QuoteLineItem gets created automatically. But when i do that ...
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2answers
422 views

Cloning Opportunity with Synced Quote and its Quote Line Items

I'm trying to clone an Opportunity and its Synced Quote along with the Quote Line Items associated with that Synced Quote, but I can't seem to insert the cloned Quote Line Items. It doesn't throw any ...
0
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1answer
87 views

Cannot query ContractId on Quote object in apex trigger

I wrote a trigger on Contract, where I need to query all the related Quotes of contract. I wrote below query: List<Quote> quotes = [Select ContractId From Quote Where ContractID IN: ids]; I ...
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1answer
267 views

Create PDF button not enabled in quote

In production I can't use create pdf button as it shows 'there must be an active template to create pdf'. I checked quote templates but there is no template available when I try to create new template ...
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0answers
136 views

Which all standard fields are synced between Opportunity to Quote and OpportunityLineItem and QuoteLineItem?

I want to know if there is any documentation which lists all the standard fields from Opportunity and Line Items that are synced on standard Quote Sync.
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1answer
500 views

Read access denied for Quote, controller action methods may not execute

I am trying to use Quote in my vf page which I am accessing through sites. But in sites profile there is no 'Quotes' in list of standard objects permission. and I am getting this error. 'Read access ...
4
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0answers
323 views

Steelbrick CPQ API validate quote not working as expected

I'm creating a quote via the native CPQ quote line editor and adding a bundle with its corresponding options for the each feature. After creating the quote I want to validate it via the API using ...
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1answer
81 views

How to get the standard sync button to update when starting a sync in apex

I have updated the SyncedQuoteId on the opportunity and the quote IsSyncing field has updated to true, but I would like the "Start Sync" button on the standard quote layout page to update to "Stop ...
1
vote
0answers
307 views

Error:“No such column 'Product__r' on sobject of type SBQQ__QuoteLine__c” when marking primary quote

We're configuring our instance of Salesforce CPQ (Steelbrick) and running into an error where when any user marks a quote primary on the detail page an error appears at the top where the "...
1
vote
1answer
17 views

Initial term of field expression must be a concrete SObject:Id

I am stuck with a compile time error "Initial term of field expression must be a concrete SObject:Id" If the Totalcontracts are greater than 1 then it is failing. For multiple contracts with different ...
0
votes
1answer
95 views

Standard create PDF is not working from detail page button

We have a requirement to show two quote to customer so, what we did is we have created custom visualforce page for custom users and standard view for standard user which is absolutely working as ...
1
vote
1answer
176 views

Community user cannot create SBQQ__Quote__c object in a @RemoteAction

I'm trying to create CPQ Quote(Steelbrick) from Community user through @RemoteAction method. It fails with error Insert failed. First exception on row 0; first error: ...
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1answer
28 views

Where do Existing Quote Records Go after Quotes are Disabled?

We need to disable Quotes in our org. Standard help does not provide information on what happens with Quote records and related Quote Line Items after Quotes are disabled. I assume the existing Quote ...
1
vote
1answer
389 views

New Quote Button Suddenly Disappeared from SF1 July 2017

This might be an edge case but I think there will be more folks who notice that if they are using Lightning and have the Quote related list added to Opportunity they will not be able to create a new ...
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1answer
326 views

Does Quote have CurrencyIsoCode field?

In the Quote Standard Fields (Setup > Customize > Quotes > Fields) there is no CurrencyIsoCode field. However, when I run the following apex code: List<Quote> quotes = [SELECT Id, Name, ...
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1answer
818 views

Use Steelbrick REST api to create Quote (with validation)

I want to use the following API (https://community.steelbrick.com/t5/tkb/articleprintpage/tkb-id/developerguidebook/article-id/21) to create a Quote and run the existing Product and Price Rules ...