Easily Insert Advanced Field into the Sales Quote

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How to Insert Advanced Field into the Sales Quote

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welcome to another video from preact and in todays video im just going to show you how we can pull parent information using a calculated field um this is a scenario that came up on a recent project i was working on whereby we had to pull in information from the existing product and get that into the the quote line product quite a common scenario where the quote line product is a bit locked down you cant update using workflows or data mappings so using a calculated field in this scenario managed to overcome that issue just show you how i achieve this okay so what we had is we got the concept of the client would like to store a cost price against the product which you can see ive just added cost price here um then they wanted to you know over here on a quote upon adding a quote product they wanted the margin to pull you know the quite the quite priced to pull throughs they could work out their margins um how did i achieve this weve just added you can see down here on the quote form

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

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How do I allow email quotes in salesforce?

In Salesforce Classic Navigate to Setup | Customize | Quotes | Fields | Status. Click on Edit beside the specific picklist values. Select Allow Email. Click on Save.

How do I access quotes in salesforce?

Create and Manage Quotes Click New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity. Complete the fields. Save your changes. A unique quote number is added.

How do I give access to a quote in Salesforce?

Ins the Apps section, click Object Settings. Click the Quotes object. Click Edit. In Object Permissions enable Read, Create, Edit , and Delete.

How do I access a quote template in salesforce?

Firstly, log in to your Salesforce Org. Secondly, go to Setup and Enter Templates in the Quick Find Box. In addition, click on Quote Templates in the Lightning Experience. Further, click on the New button and select a template (Example-Standard Template).

Do you need permission to use a quote?

As a common practice, all quotes are copyright to the author, which means that legally you should get permission from the author you hope to borrow from. This can sometimes be very difficult if the author is deceased or a public figure.

How do I add a field to a quote in Salesforce?

Add Fields to the Quote Line Editor Field Set From Setup, enter Objects , and then click Objects. Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit. Add or remove fields from the field set.

How do you add a product to a quote in CPQ?

Create a Quote and Add a Product to Test and Verify the Product Rule Create a Quote. Click Edit Lines and click the Add Products action. On the Product Selection screen, select a Product or set of Products that would cause the Product Rules Error Condition to be met.

What is the required field on a quote?

The Required By field on the Quote Line is a Lookup field that provides the Quote Line of the parent product for any Quote Lines representing Product Options. This field is not populated until a Save action writes to the database, creating Quote Line records associated to the Quote.

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Insert Advanced Field into the Sales Quote