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How to auto-populate fields on quote creation?
You can configure the following fields to auto-populate on a quote: Field Label Field API Name Account SBQQ__Account__c Billing City SBQQ__BillingCity__c Billing Country SBQQ__BillingCountry__c Billing Name SBQQ__BillingName__c
Can a quote be auto populated on CPQ?
A specific set of fields on Quote can be auto-populated from the associated Opportunity and Account at the time of creating a new Quote. If you do not do the necessary setup, sales reps would spend time re-entering Quote fields which were already filled in at the time of creating Opportunity and Account.
How do I create a new quote in genepoint?
Click Save. Navigate to the Opportunity on which you want to create a new Quote, go-to Quotes Related List and click New button. Once done, you can see that the Account field on Quote gets pre-filled with the associated Opportunity’s Account i.e. Genepoint.
How does a sales rep create a quote?
Usually, Sales reps at UC go through Account -> Opportunity -> Quote flow to create new Opportunities and Quotes. While creating a new Opportunity from an Account, lookup to that Account gets set on the Opportunity.
How to generate a custom quote / invoice PDF?
1 Go to App Setup > Customize > Quotes > Templates. 2 Click New. 3 For “Template Name”, use “Invoice”. 4 Click Save and customize your template. 5 Take a look at the URL and copy the template Id. The parameter name is named “summlid”. 6 Once you are done, click Save and in the next screen remember to Activate the new template.
How to create a custom url in Salesforce?
When going through the steps to create the button, make sure to select the ‘Detail Page Button’ value in the Display Type picklist; this ensures it’s available as a regular button, similar to a Custom Action. Next, we’re going to add in our URL. Below is the completed code example. OwnerId= {!Account.OwnerId}, AccountId= {!Account.Id},