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0
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0answers
10 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 ...
1
vote
0answers
14 views

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 ...
4
votes
1answer
87 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 ...
0
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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 ...
7
votes
2answers
79 views

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 ...
0
votes
0answers
36 views

How to remove discount (in quote line item) from Grand total

How to remove discount amount (in quote line item) from Grand total (Roll up summary) from Quote Line Item object to be displayed in Quote template? Grand Total is calculating the discount I need to ...
0
votes
2answers
88 views

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 ...
0
votes
1answer
165 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 ...
0
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1answer
62 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 ...
2
votes
1answer
247 views

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 ...
2
votes
1answer
209 views

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 ...
0
votes
1answer
90 views

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 ...
-6
votes
2answers
394 views

Need help On Quote Line Item

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,...
1
vote
1answer
40 views

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 ...
0
votes
1answer
227 views

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 ...
1
vote
0answers
97 views

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 ...
1
vote
0answers
27 views

Show/Add Converted Amount in Quote Template

Is there a way to add converted amount in Quote Template?
1
vote
2answers
244 views

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!
0
votes
1answer
31 views

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 ...
0
votes
1answer
89 views

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,...
0
votes
1answer
297 views

How to create Quote template in Multi Language?

Need to make 2 quote templates, one in English and one in French with the same user I create one Quote template in English (Default Language). Now I would like to have a second Quote template in ...
1
vote
0answers
32 views

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 ...
1
vote
0answers
87 views

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 ...
2
votes
1answer
296 views

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 ...
0
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0answers
67 views

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 ...
2
votes
1answer
686 views

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. ...
1
vote
1answer
269 views

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, ...