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
263 questions
0 votes
1 answer
54 views
Error Creating Dependent 2GP Package - Invalid type: Schema.Quote
We're an ISV trying to migrate to 2GP, and we want to create "Add On" packages so we can separate org-dependent features like AI and Quotes. Our ultimate goal is to create an add on package ...
- 333
0 votes
1 answer
74 views
SOQL on quotes showing weird behaviour
I have enabled quotes without opportunities in my org. I created a formula field test__c on quote having value opportunity.name. [SELECT Id, test__c FROM Quote WHERE opportunityid = null] this gives ...
0 votes
0 answers
68 views
Looking for a way to mass segment/resegment MDQ line items in CPQ
We’re about to introduce a new product bundle that includes MDQ (Multi-Dimensional Quoting) products. In our use case, these MDQ products are sometimes sold with segmentation and sometimes without. ...
- 1,440
-1 votes
3 answers
263 views
How to hide New Quote button from List View
How can I hide the standard New Quote button in the Quote List View? The Quote object does not have the List View Button Layout enabled, what is the alternative to hide the button without removing the ...
3 votes
1 answer
155 views
Quote PDF generation never ends, sometimes
For a couple of years now, users have the problem that sometimes Quote PDF generation (via the 'Generate PDF' button) never ends. The screen displays a spinning cursor, forever. It doesn't affect all ...
- 5,102
3 votes
3 answers
139 views
Create a Managed Package that uses Quotes even if Org does not have it enabled
I'm kind of new to developing a managed package. Currently working on a LWC with some Apex Controllers. One question I had is that I wanted to develop some features around Quotes. I noticed that if I ...
- 31
0 votes
0 answers
118 views
Image on PDF Quote
I have an image field in QuoteLineItem and I want to show it in the Quote PDF, but the images look like this, does anyone know if it is possible to show an image in the Quote PDF
1 vote
1 answer
346 views
Update Approval Status field as null for new cloned quote
I created a flow that updates the Approval Status as blank and Status as 'Draft' for newly created Cloned Quotes. I put the starting condition of the flow as below :- This seems to work fine for some ...
-2 votes
1 answer
280 views
Salesforce CPQ QCP issue in javascript code due to Eval function
I have used Eval function in my QCP Code . My requirement is that we have one field on quote line which contains js code. I want to execute that js code dynamically from Qcp. we have around 500+ js ...
- 1
-1 votes
1 answer
907 views
Empty "List View Button Layout" for the Quote object?
I have more problems with quotes today (in a different question), and as I was examining it, I saw this: This is not normal, is it? Every other object that I checked has something here. It is not ...
- 5,102
3 votes
1 answer
931 views
Users cannot create quotes anymore
Yesterday evening users could create quotes from opportunities, but today they cannot anymore. Nothing has changed in our system, I can vouch for that. I checked incoming change sets, audit trail, ...
- 5,102
0 votes
1 answer
177 views
Update quote after unlocking it in screen flow
I have a business requirement that lets a the user - who submitted a Quote record for approval - update it if he wants to. For this, I created a screen flow. I start by unlocking the record and then I ...
- 119
-1 votes
1 answer
497 views
Opportunity Object - Price Book Lookup is always blank
When an opportunity has a new quote created, and a product (quote line item) is added to that quote, there is a dialog box that pops up and asks you to select a price book: After selecting this price ...
- 35
0 votes
1 answer
2k views
jsforce CPQ quote & quoteline force recalculation
I'm trying to load Salesforce with some test data for Salesforce CPQ, but can't get the quotes (SBQQ__Quote__c) nor the quote line items (SBQQ__QuoteLine__c) to "recalculate". My process is ...
- 55
0 votes
1 answer
1k views
Run trigger for an object when related objects update
Given this example trigger on the SBQQ__Quote__c object, I can log data whenever the quote is created/updated/deleted/undeleted. trigger QuoteTrigger on SBQQ__Quote__c (after insert, after update, ...
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