Questions tagged [quote]

The Quote object represents a quote, which is a record showing proposed prices for products and services. Quotes can be created from and synced with opportunities, and emailed as PDFs to customers

Filter by
Sorted by
Tagged with
10 votes
2 answers
5k views

Programmatically generate Quote PDF in Lightning Component Apex controller

I'm trying to programmatically generate and insert a Quote PDF, given a Quote Id and a Template Id, within an @AuraEnabled method in my Lightning component's server-side controller. (N.b. - the ...
  • 90.4k
3 votes
2 answers
2k views

Increment Record based on field

I'd like to increment fields based on the quote field, so when a quote is created, a custom field will increment depend on the region (each field will have format of "ZO - {000}). Each region should ...
  • 703
1 vote
2 answers
5k views

Pricebook and PricebookEntries with different currencies

Can Pricebook and its PricebookEntries have different currencies? So, if I create a Pricebook with currency USD and its PricebookEntries with multiple currency like USD, GBP, AUD, etc., is this ...
5 votes
2 answers
4k views

Apex & VF Code of Send Quote as E-Mail

I'd like to send my own Quote-PDF as E-Mail and not use the useless Salesforce Quote-PDF function. Problem is, using my own templates I can no longer use the native send Quote per E-Mail button. My ...
  • 103
2 votes
2 answers
3k views

SingleEmailMessage SetWhatId with Quote Id

I am currently recreating much of the OOB Quote functionality in Apex and I am almost complete. Now there is just one other hurdle, the Email Quote functionality. Now, it doesn't seem like an issue......
2 votes
2 answers
940 views

SalesForce Mobile SDK how to generate quote PDF programmatically?

I am creating a mobile app using Salesforce MobileSDK with Hybrid approach (using phonegap and Jquery Mobile). I have a need to generate Quotes programmatically. I know how to do this. But, I am not ...