Questions tagged [quote-template]
The quote-template tag has no usage guidance, but it has a tag wiki.
0
votes
0answers
12 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 ...
0
votes
1answer
75 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 ...
0
votes
1answer
44 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
31 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
164 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
92 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
72 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
186 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
220 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
votes
1answer
73 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
293 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
256 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
110 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
525 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
41 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
276 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
113 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
305 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
35 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
120 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
361 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
33 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
339 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
votes
0answers
76 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
772 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
276 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, ...
