I understand that adding a new text formula field on the quote object is the go-to solution, but the formula's not working out properly, and the quote is still displaying "CAD."
What's the DocumentCurrencySymbol__c formula supposed to look like, and how is it supposed to be set for views?
The Sales Cloud is included in the standard Salesforce CRM licence.
Based Business Use case you can decide it.But Both are different.
Customise "Existing Contracts" page when creating and Quote for an Account which is already having Active Contracts
I will love to know if there is a way ( I already search on the internet) to customise this page.
I want to add the Description field of the Contract after 'Contract End Date'
How to reproduce :
Use an account that already has activated contracts.
Create a new opportunity, then create the associated quote. Fill in the quote start date, hit Save. The screen asking for selection of an existing contract appears.
Secondly our customers think its Spam becauses its branded as DocuSign, it has DocuSign logos, and colors for the brand, how do we have it pull the brand from DocuSign? I have set up the brand and logos in DocuSign but it does not pull through.
I have a custom field called Appliance_type__c on the asset that is mirrored from the quote lines. Recently I upgraded to v208.7 and now I am running into the following error when attempting to activate a contract (which in turn forecasts a renewal opp):
|Validation Errors While Saving Record(s)|
|There were custom validation error(s) encountered while saving the affected record(s). The first validation error encountered was "Apex trigger SBQQ.ContractAfter caused an unexpected exception, contact your administrator: SBQQ.ContractAfter: execution of AfterUpdate caused by: System.SObjectException: SObject row was retrieved via SOQL without querying the requested field: Asset.Appliance_Type__c: (SBQQ)".|
I did not run into this issue before upgrading, can someone confirm if this is a known issue? Thanks
Apparently this is due to the source HTML for the template section, where some of the code being used is incompatible with the document generation due to the conversion from HTML to xsl-fo (converting the HTML into a pdf).
What HTML code do I need to use to resize this chart?
Unfortunately, I cannot help with customizing HTML on this case since it is considered out of scope; however, I can provide documentation that might help you along in the process.
This article discusses creating template content in Salesforce CPQ and discusses certain HTML attributes and CSS that is incompatible with the document generator. It also includes links to W3 schools and what to use in place of common HTML:
When there are no Template Sections (and, thusly, no template content) on a Quote Template, any generated document will show default information this inculdes:
- Company Name and info on the top left corner
- Quote #, Date:, and Expires On: in the top right corner
- Ship to and Bill To
- A table displaying the Salesperson, Ext, Email, Delivery Method, and Payment Terms
- Terms & Conditions
- A basic signature block
As soon as any template section is added containing template content, the default values will be removed and whatever is shown in your template content will be displayed. It should be noted that several HTML attributes may be interpreted differently when the document is generated versus what is shown in the previewed template content. This is because to generate a PDF, the HTML must first be translated into xsl-fo (a type of xml) and the translation is sometimes imperfect. As such, building template content sometimes requires trial and error.
Here is an article on best practices for building template content in CPQ. This article also includes certain HTML attributes that are not compatible with document generator and suggested workarounds:
I will also be posting an example of a basic HTML page I use for templates, including a table, in my next comment; that way you can see certain workarounds firsthand that are interpreted correctly by our doc gen. You are welcome to use this for reference.
In CPQ, I want to add the Product Name column to my template. When I do, the product name on template is not the product name as entered. It is in the form of a code, ex: QL-0000105. What am I doing wrong? Do I *have* to use the Product Description field? I was using that to go into more detail on a given product.
One of three ways:
1. Via workflow
a. Create a formula field on the opportuntiy looking up through the SBQQ__RenewedContract__c pulling in the contracted opportunity (original opportunity)
b. Create a workflow on the opportunity to set the name when Renewal__c = true. Set the name to:
Formula field + YEAR(CloseDate)
2. Process builder - To avoid the formula field for the workflow, set to run only on create if Renewal__c = true. Set the name to same formula as for workflow.
2. Via a trigger - this is currently how we do it. Limits your cross object relationship limits. Through your trigger handler set the name.
I hope that helps!