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
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Keep currency symbol and amount on same line in VF
I have create a VF page for (PDF) quote generation however i'm struggling keeping the currency symbol and amount together.
Looking at my code ...
{!$Label.Quote_PDF_AgreesOnPlanned_Act}
<b&...
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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 ...
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How are QuoteLineItems related to OpportunityLineItems
How does the QuoteLineItems Generated from the OpportunityLineItems,
Can I add Fields that It can copy? How?
I'm looking for a way to add fields to copy from the opportunity items to the quote items, ...
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Opportunity ,contact and contracts or Quote [closed]
We need to send contract to our customer on some condition, but also we need to resend the same contract again or new version of the contract to the same customer(with new dates) if user is not ...
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What is the best way to enhance the back process when creating a Quote (for example)?
I've noticed that in salesforce, there are certain "processes" that automatically trigger, like When Creating a Quote from an opportunity, It takes the opportunity line items, and generates quote line ...
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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 ...
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Does "Email Quote" leave any artifacts? Possible to query OutgoingEmail?
I am digging around trying to figure out what sort of options we have to trigger an event when someone executes the Email Quote standard action on the Quote object. I poked around the child ...
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PageReference for quote/quoteTemplateDataViewer as PDF is blank
I'm having trouble getting a PDF when using a PageReference to the quoteTemplateDataViewer.
This class is creating a QuoteDocument on the Quote record, but the contents of the document are blank.
...
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Get "allow email" attribute of quote status entry via apex
Under setup, when defining quote status you're allowed to check a box that says "allow email" on the individual status. I need to get the value of this property per status in apex:
Schema....
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Data & Analytics advanced contacts
anyone knows what is "data & Analytics advanced contacts"? we find this item in the product bundle from Marketing Cloud product list, what kind of functionalities it provides? Thank you!
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Are quote line items automatically created when inserting a quote in apex
I was reading this trailhead and it says quote lines are automatically created from the opportunity products when a quote is created.
At this point, he selects the quote, and he sees that the ...
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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 ...
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Add multiple Item on quotes with VF Page by a Button [closed]
Hello I am embarking on an important project.
I wish to know if it is possible, since a quotation, to add several article by clicking on a button?
the goal is the following: to build a quote with all ...
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Prevent attaching to Notes & Attachments while adding to Quote PDFs
I have a trigger that will save the Quote as PDF in Quote PDFs section (QuoteDocument object) whenever the status is updated to Accepted. The problem is, it also attaches to Notes & Attachments ...
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Scroll bar disappears when modal closes
I have this modal on Quote object which works as I expect. The problem is that before opening the modal, I have scroll bar on the Quote object main page, but when I open the modal and then I close it, ...
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QuoteLineItems Stop Adding Opportunity Products
We need to be able to add opportunity products without adding them to the quotelineitems.
This is because our special pricing desk needs to inspect each product before it is added to an appended ...
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Are quotes enabled by default in all organizations?
Quotes were a feature that an organization had to opt-into by enabling them under Quote Settings. However, I see that in a number of our orgs, the setting is now "disable quotes" and the object is ...
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How to override "New quote" standard action with lightning component
I want to override New quote action with a Lightning component to create a record page with only fewer fields :
- Two dependant picklists ;
- One hidden field.
I have follow Trailhead Project -
...
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Quote Creation without Use of Opportunity Object?
On pressing Quote Object tab, we are not provided in creating a new record like any other Standard Object (See image 2), then why is there a option in create new Drop-down on the left corner (See ...
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Creating QuoteLineItem after creating Opportunity Line Item
I have created a webservice to create Opportunity, OpportunityLineItem and related Quote. When I do the same activity in configuration. QuoteLineItem gets created automatically. But when i do that ...
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Cloning Opportunity with Synced Quote and its Quote Line Items
I'm trying to clone an Opportunity and its Synced Quote along with the Quote Line Items associated with that Synced Quote, but I can't seem to insert the cloned Quote Line Items. It doesn't throw any ...
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Cannot query ContractId on Quote object in apex trigger
I wrote a trigger on Contract, where I need to query all the related Quotes of contract. I wrote below query:
List<Quote> quotes = [Select ContractId From Quote Where ContractID IN: ids];
I ...
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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 ...
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Which all standard fields are synced between Opportunity to Quote and OpportunityLineItem and QuoteLineItem?
I want to know if there is any documentation which lists all the standard fields from Opportunity and Line Items that are synced on standard Quote Sync.
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Steelbrick CPQ API validate quote not working as expected
I'm creating a quote via the native CPQ quote line editor and adding a bundle with its corresponding options for the each feature.
After creating the quote I want to validate it via the API using ...
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How to get the standard sync button to update when starting a sync in apex
I have updated the SyncedQuoteId on the opportunity and the quote IsSyncing field has updated to true, but I would like the "Start Sync" button on the standard quote layout page to update to "Stop ...
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Error:"No such column 'Product__r' on sobject of type SBQQ__QuoteLine__c" when marking primary quote
We're configuring our instance of Salesforce CPQ (Steelbrick) and running into an error where when any user marks a quote primary on the detail page an error appears at the top where the "...
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Initial term of field expression must be a concrete SObject:Id
I am stuck with a compile time error "Initial term of field expression must be a concrete SObject:Id"
If the Totalcontracts are greater than 1 then it is failing.
For multiple contracts with different ...
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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 ...
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Community user cannot create SBQQ__Quote__c object in a @RemoteAction
I'm trying to create CPQ Quote(Steelbrick) from Community user through @RemoteAction method.
It fails with error
Insert failed. First exception on row 0; first error:
...
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Where do Existing Quote Records Go after Quotes are Disabled?
We need to disable Quotes in our org. Standard help does not provide information on what happens with Quote records and related Quote Line Items after Quotes are disabled.
I assume the existing Quote ...
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New Quote Button Suddenly Disappeared from SF1 July 2017
This might be an edge case but I think there will be more folks who notice that if they are using Lightning and have the Quote related list added to Opportunity they will not be able to create a new ...
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Does Quote have CurrencyIsoCode field?
In the Quote Standard Fields (Setup > Customize > Quotes > Fields) there is no CurrencyIsoCode field. However, when I run the following apex code:
List<Quote> quotes = [SELECT Id, Name, ...
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Quote add format to GrandTotal value
I have issue with formatting this field.
I want to display it formatted in email template subject, therefore I cannot use the regular usage in visualforce like:
<apex:outputText value="{0, number, ...
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PriceBookEntry associated with QuoteLineItem
I have created a quote and associated a price book with it in trigger and after that I have created quotelineitems and attached them with quote. But it is not getting any pricebookentry it. Due to ...
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Not able to save quote document as pdf display from the visualforce page
I have one visualforce page called : QuoteDetail.
This page have button called : Generate PDF.
This Generate pdf open up a popup with selection (checkboxes) 1. Remove items with no quantity 2. Show ...
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Is there a way to create the logic for Quote "CREATE PDF" button?
Can we put the logic for the CREATE PDF button wherein this button should only be available when opportunity.status=Approved?
Thanks in Advance.
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How to use Test.getStandardPricebookId for classes that automaticaly sync quotes
I was hopping to be able to remove the @seeAllData annotation from my tests by using Summer'14's addition - Test.getStandardPricebookId() but the test are failing with this error:
System....
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Attempting to edit Quote Layout produces error "Data Not Available"
I'm attempting to modify a Quote Layout using Salesforce Classic UI to add and remove a couple of buttons. In the past this worked just fine.
The main thing that changed between then and now is that ...
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Currency converstaion in Quote
If I have a product in USD and wanted to quote it in INR, it would do the conversion and put the product in the quote.
is there any possible way to achieve this ?
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Salesforce CPQ quote without opportunity
We are currently using CPQ in our sales cloud and we've NOT enabled standard quote object.
We want to implementing service and field service cloud with an ability to generate quote for a case/work ...
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Lightning "Save to Quote PDF" button not working with no sys-admin user
I'm currently developing on Spring'17 and I came across a problem regarding saving a Quote PDF using Salesforce standard functionalities.
On the Quote page I have a button to create PDFs which works ...
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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 ...
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SOQL query to retrieve Quote Line Item records from Quote Record [closed]
How would I retrieve all QuoteLineItem records from a Quote record?
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DocuSign for Salesforce: How to attach completed Documents to parent object to the object that the Document was sent from
I have DocuSign set up to send from Quotes within Salesforce. However, once the document has been completed, I would like the Completed documents to be attached to the Opportunity record that is the ...
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Issue with Quote with public visual force page
We have the below requirement :
We have a payment request object as a related list in Opp and a custom button on Opp "Send Payment Request". Once clicked on this button (this is part of managed app -...
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URL hack is not working for Standard Quote Object Using custom button (Visualforce page)
Here i have one issue, i am not able to create new Quote record from custom commandButton which i declared in Visualforce page..
i do not want to predefined Opportunity from Lookup field..
What i ...
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Make UnitPrice read Only using triggers
Currently I am trying to block certain profiles from changing UnitPrice within Quote. I used validation rules under customize> QuoteLineItem and worked perfectly fine. However those validation rules ...
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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 ...
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How to deal with partially won opportunities?
This is what a typical sale looks like at our company: a customer contacts a sales person, requesting a quote for a number of products. These products are comparable, differing in e.g. brand or ...
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