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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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Salesforce iOS App. -> Quote -> Add Product Line Item -> Pricebook Selection Asked for More than Once

Recreation Steps: Open Salesforce iOS mobile app. Create a dummy Quote. Add a product line item. (It will prompt Pricebook selection first.) Try to add a second product line item and fail. -Current ...
Özgür Doğan Birol's user avatar
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41 views

Image on PDF Quote

I have an image field in QuoteLineItem and I want to show it in the Quote PDF, but the images look like this, does anyone know if it is possible to show an image in the Quote PDF
Edgard Batista's user avatar
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0 answers
25 views

Including Quote PDF in another visualforce page

Some background; we are on Salesforce Salescloud and don't have CPQ & Billing. We want to add a document at the bottom of our Quote PDF. I found merging PDFs in Salesforce is not an option ...
Diesel__100's user avatar
1 vote
0 answers
101 views

Update Approval Status field as null for new cloned quote

I created a flow that updates the Approval Status as blank and Status as 'Draft' for newly created Cloned Quotes. I put the starting condition of the flow as below :- This seems to work fine for some ...
Vinay Jagwani's user avatar
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0 answers
105 views

Enabled Create Quotes Without a Related Opportunity but don't have permissions

I enabled 'Create Quotes Without a Related Opportunity' within our org. I then went to follow this Salesforce Help Article and create a sharing rule for Quote. However, I am still getting the message ...
Katherine B's user avatar
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0 answers
32 views

Is it possible to trigger "Email Quote" QuickAction from Aura Component?

I've got an Aura Component modal launched from Opportunity which reviews and creates a Quote, redirects the user on the new quote page, and create a PDF (apex call). What I want to do is to open an ...
Yan Imensar's user avatar
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0 answers
118 views

Additional Discount Field Is Non-Editable When Products are segmented

On Quote Line Editor, we have a custom field named "Additional Discount".(Data Type Percentage). We have added product and created two segments and we land up into an issue, where for ...
Nachiket Deshpande's user avatar
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55 views

Custom Field is Not Editable When Multiple Values are selected

We are facing one weird issue on Quote Line Editor, we have multiselect picklist with picklist values as (Sales & marketing,HR,Finance and Custom) where, if we select Custom (Picklist Value) then ...
Nachiket Deshpande's user avatar
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0 answers
116 views

CPQ Quote not synchronized with Opportunity when Primary checkbox is updated

I have a custom QLE done by LWC, at the beginning of the year we used to uncheck the SBQQ__Primary__c checkbox if it was Primary, wait, and then check it again (with a flow) to trigger the ...
Carolina Mercado's user avatar
-2 votes
1 answer
167 views

Salesforce CPQ QCP issue in javascript code due to Eval function

I have used Eval function in my QCP Code . My requirement is that we have one field on quote line which contains js code. I want to execute that js code dynamically from Qcp. we have around 500+ js ...
samba's user avatar
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-1 votes
1 answer
356 views

Empty "List View Button Layout" for the Quote object?

I have more problems with quotes today (in a different question), and as I was examining it, I saw this: This is not normal, is it? Every other object that I checked has something here. It is not ...
Sander de Jong's user avatar
3 votes
1 answer
578 views

Users cannot create quotes anymore

Yesterday evening users could create quotes from opportunities, but today they cannot anymore. Nothing has changed in our system, I can vouch for that. I checked incoming change sets, audit trail, ...
Sander de Jong's user avatar
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0 answers
59 views

How to enable Quotes for test classes?

I'm making a managed package for SalesForce AppExchange and use Quote and QuoteLineItem objects in the code. Creating and updating those objects is done in a generic way without hardcoding those ...
John John's user avatar
0 votes
1 answer
47 views

Update quote after unlocking it in screen flow

I have a business requirement that lets a the user - who submitted a Quote record for approval - update it if he wants to. For this, I created a screen flow. I start by unlocking the record and then I ...
jojo's user avatar
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-1 votes
1 answer
237 views

Opportunity Object - Price Book Lookup is always blank

When an opportunity has a new quote created, and a product (quote line item) is added to that quote, there is a dialog box that pops up and asks you to select a price book: After selecting this price ...
CDutko's user avatar
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0 answers
89 views

The Cloned Quote record is taking the currency of user instead of taking the currency of parent Quote?

We are using a standard Clone feature for a Conga Quote object in Conga CPQ. When cloning instead of the Quote's currency the currency of the user is filled. We don't want that behavior we want it to ...
Kiran.pandiyan's user avatar
0 votes
1 answer
1k views

Salesforce CPQ - Best way to determine if a quote has been saved within the QLE

I need to be able to initiate a record-triggered flow on the Quote object whenever a quote has been saved within the QLE. I need to be able to accurately determine if a quote line have been added, ...
gjohnson282's user avatar
0 votes
1 answer
1k views

jsforce CPQ quote & quoteline force recalculation

I'm trying to load Salesforce with some test data for Salesforce CPQ, but can't get the quotes (SBQQ__Quote__c) nor the quote line items (SBQQ__QuoteLine__c) to "recalculate". My process is ...
tester's user avatar
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0 votes
1 answer
568 views

Run trigger for an object when related objects update

Given this example trigger on the SBQQ__Quote__c object, I can log data whenever the quote is created/updated/deleted/undeleted. trigger QuoteTrigger on SBQQ__Quote__c (after insert, after update, ...
tester's user avatar
  • 55
-1 votes
1 answer
727 views

Is this a known issue - Inactive Picklist Value shows up on a new Order

I have an inactive picklist on the OrderType field on Order. When I create a new Order record from an existing Quote record, then the Order after creation shows 'New' as an Option in the OrderType ...
GroundToCloud's user avatar
0 votes
1 answer
215 views

How can we rollout Salesforce cpq in production for some or limited users only,as we are installing it over our existing sales cloud implementation?

We're about to start Salesforce CPQ Implementation, after sales cloud. Users are using sales cloud and are using Opportunity to add products. Now we want to start CPQ pilot for some users, but what i ...
MdSaeed's user avatar
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0 votes
0 answers
116 views

Quote PDF generated from Community Page is blank

I am trying to automate generating Quote PDF Documents. My goal is to create a button, which creates Opportunity, Quote and QuoteDocument. I am using such code for generating QuoteDocument: String ...
adkowal's user avatar
0 votes
1 answer
1k views

How to edit Salesforce CPQ quote line editor fields

I am trying to update the unit price on the salesforce CPQ quote line editor to say fixed price but for some reasons I cannot access it. Every topic and video I've seen points to field sets but it's ...
Tomi's user avatar
  • 11
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1 answer
217 views

How to delete quote line items after opportunity stage set to closed won

I want to delete the duplicate quote line items of a quote. When I'm trying to delete from UI, it is throwing error saying "You are not authorized to make these changes Opportunity is already ...
sfdcdevsathy's user avatar
0 votes
2 answers
3k views

Make CPQ Quote Line Editor Columns read only

We add all the relevant field inside the fieldset Line Editor and the fields show exactly as we wanted. Our customer now ask as to make some columns inside the CPQ Quote line editor read only. Is ...
L.benedettini's user avatar
0 votes
1 answer
1k views

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 ...
Tushar Saxena's user avatar
0 votes
1 answer
781 views

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: ...
Sully Cooper's user avatar
1 vote
0 answers
383 views

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" ...
Mike J's user avatar
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1 vote
0 answers
159 views

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 = ...
Marko Polo's user avatar
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0 answers
97 views

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 ...
user123152's user avatar
0 votes
1 answer
548 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 ...
Samuel L's user avatar
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0 answers
118 views

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 ...
willeg's user avatar
  • 313
0 votes
1 answer
272 views

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)+ ...
babu nagarajan's user avatar
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0 answers
621 views

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 ...
PowerUp's user avatar
  • 97
0 votes
1 answer
360 views

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 ...
Salesforce Newbie's user avatar
1 vote
1 answer
1k 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 ...
Virendra's user avatar
  • 519
0 votes
1 answer
543 views

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 ...
Madhurima's user avatar
  • 1,425
0 votes
0 answers
802 views

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. ...
Rajasekhar's user avatar
  • 1,601
1 vote
0 answers
241 views

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 ...
Vancleef's user avatar
0 votes
0 answers
1k 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 ...
ashwin murugadass's user avatar
1 vote
0 answers
196 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 (...
Enrique Muñoz's user avatar
-2 votes
1 answer
238 views

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?
Muad'Dib's user avatar
-2 votes
1 answer
1k 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 ...
Dara's user avatar
  • 11
0 votes
1 answer
841 views

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 ...
user88574's user avatar
0 votes
0 answers
1k 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 ...
user avatar
0 votes
1 answer
448 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?
sharmanitta's user avatar
0 votes
1 answer
730 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 ...
sharmanitta's user avatar
0 votes
0 answers
2k views

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 ...
Jshrewey's user avatar
0 votes
1 answer
2k 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 ...
h3110's user avatar
  • 87
0 votes
2 answers
398 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 ...
salesforce Developer's user avatar

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