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Quote Template Section Subgroup

Currently you can only subgroup at the Quote Template level, while Group can be done at both the Template and Section levels. It would be nice to be able to change subgrouping on a specific section.

3 comments · 1 year ago

100  Points
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Quote Template in Excel format

There should be a way to export Quote Templates (and Quote Documents) into an Excel format. A lot of times Customers may have to process this into their ERP system, or send to processing. The spreadsheet will allow ease of creation without having to… Show more

0 comments · 1 year ago

10  Points
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Learn Salesforce CPQ Admin Fundamentals Feedback

I'm a CPQ specialist and I had several customers comment on the new trail, Learn Salesforce CPQ Admin Fundamentals. The training starts customers in a pre-built CPQ org. I've been asked by admins to give feedback that they would like… Show more

0 comments · 3 hours ago

40  Points
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Allow a Delegated Approver to be a Group

Currently, Advanced Approvals only allows delegate approvals to be approver records associated with a single user. For scenarios where an approver is out of the office, it would be very convenient to allow the delegate to be a "Deal Desk"… Show more

0 comments · 1 year ago

50  Points
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Allow Contracting for Terms Less Than 1 Month

Currently, you can only generate a contract when the quote and or quote lines have a term in excess of 1 month. I believe the reason for this constraint is because the SF Native term field on the Contract object is set to display term in months. The… Show more

0 comments · 2 years ago

30  Points
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Controlling CPQ Quote Field Visibilty and Editability Conditionally

We can control the editability and visibility of quote line fields in quote line editor using PSP (Page Security Plugin). However, it is not possible to control if the field is a quote field (and not quote line field). We would like to control quote… Show more

0 comments · 6 months ago

320  Points
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Change Contracted Price Precision Scale from 2 digits to 4

The package setting for SteelBrick only applies as far as our custom VisualForce pages. "Price" on the Contracted Price object, is a managed field but is modified directly in the Salesforce editor, therefore it only retains the precision… Show more

3 comments · 4 years ago

80  Points
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Managing Salesforce CPQ Quote Approvals on Mobile

We are seeking a better way to enable our mobile sales users to manage and perform Salesforce CPQ quote approvals on Mobile/ SF1.  Here is an overview of needs we see for this kind of capability: Notifying the user of approvals When a quote is… Show more

1 comment · 8 months ago

50  Points
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Salesforce CPQ Template Merge field (lookup relation)

Hi Team, Could not find a group specific to resolutions on Salesforce CPQ Quote Templates hence posting my question here.     On the Salesforce CPQ templates, how can we add fields from related objects? For example, I want to display the… Show more

1 comment · 4 months ago

410  Points
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CPQ Quote PDFs as Files instead of Attachments

When quote documents are generated, the only option for saving the PDF to the quote or opportunity record is as a legacy Attachment. Since Notes & Attachments are a legacy feature, we need to have the ability to save the PDFs as Files instead. 

7 comments · 9 months ago

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