Questions tagged [quote-template]

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1answer
9 views

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 ...
1
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0answers
26 views

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 ...
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1answer
21 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 ...
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1answer
97 views

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 ...
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2answers
270 views

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 ...
1
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1answer
129 views

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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0answers
28 views

Creating QuoteDocument with Apex behaves strangely in one org

In my class I have a future call to create a QuoteDocument. This works fine in all orgs (sandboxes and production) I have access to. But in the target org, it only creates an empty PDF (in a partial ...
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0answers
24 views

I would like quote line to start from 1 each time on quote template

Any solution to this issue yet? The line numbers on quote template. I would like them to start from 1 all the time, but this is what happens: They keep adding for example when I create my 3rd quote ...
0
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0answers
46 views

How to change the appearance of quote templates with custom fields to include quote line item numbers?

In my opportunity I created quotes and added quote line items. They appear very nice in here (1, 2, 3, 4, 5). However, when I click on create PDF It shows them without the line numbers. How can I ...
2
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1answer
129 views

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 ...
0
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1answer
85 views

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 ...
0
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1answer
71 views

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 ...
0
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1answer
258 views

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 ...
0
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1answer
91 views

I would like to be ableto change the date format on the PDF quote. Expected format 21 Oct 2020. Instead of 10/21/2020

When generating quote the expected dateformat is 10 OCT 2020, How it possible to print 10 OCT 2020, date format on quote pdf
0
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1answer
62 views

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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1answer
596 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.
1
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1answer
606 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 ...
-1
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1answer
385 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
2k 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
474 views

CPQ How to Hide Preview Button

Is there a way to hide the "Preview Button" while generating a document within CPQ?
1
vote
1answer
748 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
1k 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
460 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
176 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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3answers
1k 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
199 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
782 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
886 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
288 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
906 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
2answers
697 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
374 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
87 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
1k 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
234 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
62 views

Show/Add Converted Amount in Quote Template

Is there a way to add converted amount in Quote Template?
1
vote
2answers
1k 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
68 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
180 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
41 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
93 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
896 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
158 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
2k 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
496 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, ...
1
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0answers
364 views

How to auto-number quote line items 1,2,3... but for each quote?

When I create a quote with say 3 items surely these items appear enumerated as 1,2,3. But then when you create a new quote it keeps going to 4,5,6... Does anyone know how to create a custom flied ...