Questions tagged [quote-template]

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1answer
31 views

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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0answers
47 views

Creating a PDF for a Quote in Lightning Flow

I want to automate the whole process of Opportunity creation so I created a Flow that creates an Opportuntiy with OppLineItems and a Quote with QuoteLineItems. The last step would be to create the PDF ...
1
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1answer
102 views

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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0answers
40 views

Salesforce CPQ: Float:left is not working in template content

I just want to align two tables nearby in the output document. This is what I have in the template content source code, <table style="width:40%;float:left;"> <tbody> <tr&...
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0answers
36 views

Salesforce CPQ: Hide quote template total if a specific condition is met

I would like to show or hide the quote total based on a specific condition, the same way we can do using the "Conditional Print Field" option with the line columns object. I know it is possible to ...
-1
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1answer
127 views

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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1answer
518 views

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:...
0
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1answer
121 views

CPQ How to Hide Preview Button

Is there a way to hide the "Preview Button" while generating a document within CPQ?
0
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0answers
52 views

Quote Template issue when creating Word Document

We have created Quote Template we are using Line Columns and Sections to generate template, we are facing problem when generating word document like following: PDF Version: The section which is ...
1
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1answer
348 views

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 ...
1
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0answers
551 views

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 ...
0
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1answer
261 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
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0answers
118 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 ...
5
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2answers
826 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 ...
7
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2answers
143 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 ...
1
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2answers
518 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
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2answers
541 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
205 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
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1answer
622 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
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1answer
463 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
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1answer
263 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 ...
-5
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2answers
1k views

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,...
1
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1answer
67 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 ...
3
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1answer
612 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
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0answers
180 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
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0answers
42 views

Show/Add Converted Amount in Quote Template

Is there a way to add converted amount in Quote Template?
1
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2answers
611 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
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1answer
53 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
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1answer
174 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,...
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0answers
37 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
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0answers
90 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
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1answer
637 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
117 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
1k 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
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1answer
389 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, ...