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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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
6 votes
4 answers
2k views

Quote Visualforce Tab

I would like to create a simple visualforce tab to show "all quotes". Here is the code: <apex:page standardController="Quote"> <apex:enhancedList type="Quote" height="700" rowsPerPage="50"...
3 votes
1 answer
955 views

Package upload Error: Managed Package Patch Modification Exception

Description - Error: Managed Package Patch Modification Exception A change was made to the patch release that will change the visible behavior of the application: Feature dependency addition: Quotes: ...
6 votes
1 answer
479 views

Customers cannot install Package if Quotes is disabled (Which is default behavior )Installation complains "Missing Organization Feature: Quotes"

1) Adding functionality for e-signature "Sign Document" button in App setup -->Customize --> Quotes --> Buttons and Links --> Custom Buttons and Links --> New Button for "Sign Document" and created a ...
0 votes
1 answer
956 views

How can I sync a subset of Quote Line Items?

Here's the basic rundown: I've got a checkbox on my Quote Line Item object, and when I sync the Quote I want to prevent some items from becoming Opportunity Line Items based on the value of that ...
2 votes
2 answers
934 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 ...
2 votes
1 answer
8k views

Customizing Quote PDF template

We are trying to use out of box quote PDF template. We want to have 2 sections for line items for example 1 for services and another of products. Have any one done some thing like this? I have ...
  • 12.1k
5 votes
2 answers
3k views

customize create pdf on quote based on a field on Quote

I have a custom field on quote which is a checkbox. I need a way to allow or disallow the pdf creation based on this field If the checkbox is true then only allow the create pdf to fire otherwise ...
  • 12.1k
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
4 votes
3 answers
2k views

Access to the related QuoteLineItem in OpportunityLineItem Trigger

I'm looking for a way to access the QuoteLineItem from a OpportunityLineItem trigger when I sync a Quote with the Opportunity. How can I access the related QuoteLineItem? I looked at the "Custom Quote ...
  • 4,370
3 votes
1 answer
1k views

Related List on OpportunityLineItem

I'm looking at something using QuoteLineItems and OpportunityLineItems. The quoting/selling application is only interested in seeing high level "summary" products; however, there is a need to be able ...
  • 28.9k

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