Questions tagged [quote-template]
The quote-template tag has no usage guidance, but it has a tag wiki.
51
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Is it possible to iterate over quote line items in HTML template instead of using type of content Line Items?
I'm trying to add a background color to the table that displays the line items for a CPQ quote, but if I select the Line Items type, there is not a ton of changes I can do there.
Can I select instead ...
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1
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110
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CPQ+ License and eSignature
If the org currently has CPQ+ license and is planning to use CPQ for document generation and DocuSign for esignature, will we need to convert CPQ templates to DocuSign templates before we can add the ...
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186
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CPQ: HTML Template Content - Show/Hide Paragraph based on a checkbox field
I am trying to show/hide some paragraphs on the HTML type of Template content based on a checkbox field that I have created on Quote.
I used following condition but it is not working when I generate ...
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233
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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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370
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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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292
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Salesforce CPQ Translation output language - English doesn't appear
In the UAT, I deployed CPQ's records, including localization records. Quote Term's English translation does not work, so I tried to redo it. On the quote term record, I selected the "Translate&...
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235
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Zuora Quote: Line breaks not being printed on the generated PDF
I have a formula field that is being used on the quote template for populating a certain legal section on the generated quote PDF. The formula field is using the BR() function to divide the text block ...
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345
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How can I use HTML from an email template in a Quote Template?
We have a custom email template built using HTML. I am trying to create a VisualForce component, using the same exact HTML, that I can then use into a CPQ quote template.
I removed any messaging tags ...
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74
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How to set a text block of more than 3.9k characters based on a condition in a formula field?
I have a requirement where I need to create a number of formula fields that will contain one or more paragraphs of legal verbiage based on certain conditions. But since formula fields only take 3.9k ...
- 213
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1k
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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 ...
- 57
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702
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Translate CPQ Quote Document with custom (VF) template content
I'm trying to understand how one can get static text on a custom template content translated to the chosen language while generating a Quote Document. I tried using custom labels with translations but ...
- 575
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3
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887
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Translate CPQ Quote Template Content
Unable to use 'Template Content Variable' while translating Template Content record.
Requirement is I need to translate text in my template content to specific languages on quote document.
Please ...
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1
answer
1k
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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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162
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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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499
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Control font on Total row of CPQ quote document
When previewing the line items section of a CPQ quote document, how can I control the font of the totals line (at the bottom of the table)? I am able to control the line item rows using the Line ...
- 60
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204
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Exception: SObject row was retrieved via SOQL without querying the requested field: User.Sales_Office__c in CPQ Quote document preview
How do I get CPQ, as a managed package, to include certain custom fields in the data query that it performs as part of generating a quote document from an SBQQ_Quote object using a template? My quote ...
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747
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Creating a table name for line item CPQ Quote template
I want to give my line item tables a name on the Quote template in Salesforce CPQ. For example let's say I have 2 tables, Products and members, I did create template sections and content, however I'm ...
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729
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CPQ Quote Template - change date format on the PDF quote
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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519
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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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2
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1k
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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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1k
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Questions about DocuSign with Salesforce CPQ [closed]
The relevant apps (DocuSign for Salesforce CPQ and Salesforce CPQ) are already installed in our dev sandbox.
The connection between DocuSign and Salesforce including the setup of template was already ...
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710
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How to change pdf page color into red in salesforce cpq quote template
I need to change pdf page color into red in salesforce cpq quote template.is it possible?
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2k
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Salesforce CPQ Custom Template Content (Quote Templates) not showing field value from custom controller
I just created a simple quote template. With 1 Template Section. I have assigned that section with a Custom Template content that references a visualforce page I created.
Visualforce page,
<apex:...
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910
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CPQ How to Hide Preview Button
Is there a way to hide the "Preview Button" while generating a document within CPQ?
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1k
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Salesforce CPQ Quote Template not updating header and footer
I have Salesforce CPQ (Steelbrick) and am trying to put a custom header and footer on the quote template. I went to template content, clicked new, selected Template Top, clicked continue and for ...
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2k
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Salesforce CPQ Renewal Quote and Document Generation Automation
I'm working on a requirement to automatically generate renewal opp/quote , then generate document and email to customer .
The logic I followed is as follows:
Wrote a batch class that would pick ...
- 575
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1
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731
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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 ...
- 8,767
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256
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Is there a way to debug into the cpq generate template process
In CPQ Quote templates, we need to write xsl-fo code into the VF template and very often, it throws ambiguous error when previewing the document.
Is there a way to debug into it and understand what ...
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3
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2k
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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 ...
user26057
7
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2
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363
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Generating quote PDF in the same context the quote is created (I found a dwarf)
When attempting to create a quote and then generate a PDF using the quote in the same context, I get one of the dwarf errors:
Line: -1, Column: -1 ORA-20001: ORA-06512: at "HAPPY.CACCESS", line
...
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1k
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CPQ - Template Section - Group Field - Sorting
I am in the process of using the Group Field in the Template Section object to Group a Line Items section, and am hitting an issue.
It seems to be grouping in alphabetical order of the picklist ...
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2
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1k
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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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386
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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 ...
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1k
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Is there an api call to create the quote PDF and store it under the Quote as a child?
To Be more explicit (Edit 12/1/17):
Is there an API to create Standard Quote PDF from standard quote template?
It would appear not.
So if not is there an Apex method to create standard quote pdf with ...
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2
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2
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987
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Quote Line Item Description vs Product Description
I don't understand the relationship between Product Description and Quote Line Item. They seem to be the same, yet they're not.
I'm trying to create Rich Text description for a Line Item
In a Quote ...
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580
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Create a blank line/description line in quote line items
I have been doing research and I haven't seen anyone post this as a question or answer it anywhere and I can't be the only person who wants to do this. I want to add in either blank lines or ...
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2k
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Need help On Quote Line Item [closed]
Requirement 1:-I need to add custom field Product_Services__c picklist
Requirement 2:-I need to show picklist values based on Product.If product A then Picklist Values P1,P2,P3.IF product B then P3,...
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1
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103
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Trigger/Notification on quote template creation?
I am working on a project that will require me to auto-populate a pick list field with the current active quote templates. When a new quote template is created, the pick list should be populated with ...
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1
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2k
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Is there a way to access quote templates dynamically using APEX?
I am working on a project that will require me to auto-populate a pick list field with the current active quote templates. When a new quote template is created, the pick list should be populated with ...
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0
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361
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Unable to retrieve Quote templates and Products information in salesforce developer sandbox
We are installed Zuora in our organisation. There are two applications called Z-force quotes & Z-force 360 packages.When to try to create a quote in developer sandbox.I unable to retrieve Quote ...
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100
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Show/Add Converted Amount in Quote Template
Is there a way to add converted amount in Quote Template?
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2
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2k
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How to create an AUD quote if opportunity is in USD?
How to create an AUD quote if opportunity is in USD? I have setup multicurrency to make this happen and wants to use the standard quote functionality of SF.
Any help is appreciated.
Thanks!
- 93
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82
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Generate quote on Products by Year/Length
I am trying to have Many quotes on 1 Opportunity however, use case is:
1 Opportunity can have the same product quoted for 1 year, 2 years, 3 years.
I want to add this product and show the 3 different ...
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194
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how do I add a field set to a custom visual force page running a quote wizard
I am new at this, 10 days on the job, so, please forgive me if I am asking something obvious.
I have a Custom Visual Force Page that runs within a QuoteWizard. I need to add some fields to this page,...
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51
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Adding a free form field to a quote-template
The end goal here is to create quote line items that have a somewhat broad product name, then a field right below this general name that is more specific. For example:
Custom Cabinets
...
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0
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111
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How can I add/show the Converted Amount in a quote?
We use Multiple Currencies.
We want, that once an oppty/quote is created in non standard currency, it will also show the converted total, as well as the exchange rate in the quote.
I don't have ...
- 5,541
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1k
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How to show Total Monthly Price on the Quote Template?
We sell products for a monthly subscription fee and we are using the Quote PDF functionality.
Problem arises when customers purchase different products of different quantities like the examples ...
- 8,767
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241
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Is it possible to use a field in a quote template - twice?
I am building some new Quote templates (Salesforce quote app)
Using the templates, is it possible to use the same field twice?
*The only solution I found was to use a simple formula field, that ...
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2
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1
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2k
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Overriding Create PDF button on Quote object to choose the default template?
In our salesforce org, when we click on the standard "create PDF" button on the quote object, it shows dialog box asking to "choose template" and our sales people always select the same template.
...
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693
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How to vertically align two columns in a Quote PDF, one with labels, one with values?
I am trying to make a template with perfectly vertically aligned labels and values. On the left, a column with labels. On the right, a column with corresponding values. In the quote template design, ...
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