Easily Insert Option Field from the Sales Quote

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How to Insert Option Field from 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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How do you configure a quote in Salesforce?

How to Create a Quote in Salesforce Open the Opportunity you want to quote. Click New Quote in the Quotes list. Enter a name for the quote. Enter an expiration date for how long the quote will be valid. Select a status for the quote. Select the contact you want to send the quote to. Click Save.

How do I add a product button to the quote line editor in Salesforce?

Using the Quote Line Editor Add Products: Go to the Product Lookup page and select products to add to your quote. Add Favorites: Go to the Favorites page within the Product Lookup page, where you can add previously saved or shared favorite records to your quote. Upgrade Assets: Choose assets to upgrade on your quote.

How do you write a sales quote?

A quote should include: Your business name and address. The customers name and address. A unique quote number. The quote issue date. The quote expiry date. The description and prices of the products/services. The total amount of the sale.

How to add terms and conditions to quote template in Salesforce?

Required Editions Go to the quote term where you want to add a display condition. In the Use Conditions related list, click New Term Conditions. Use the term condition fields to create a logical condition. Salesforce CPQ evaluates this condition whenever it generates a quote document that references this quote term.

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 field to a quote line drawer?

Adding Fields to Quote Line Drawer: Go to Object Manager. Go to Quote Line Object. Click on Field Sets. Open Standard Line Item Drawer field set.

How do I edit a quote line in Salesforce?

Steps to edit the Quote Line Object for Fields: Log in to Salesforce CPQ SetUp In the quick find search for Objects Find the Quote Line Object Click on the Field Sets Click on Line Editor edit Make the required changes Save.

How do you add a field to a quote line drawer?

Adding Fields to Quote Line Drawer: Go to Object Manager. Go to Quote Line Object. Click on Field Sets. Open Standard Line Item Drawer field set.

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Insert Option Field from the Sales Quote

Decrease time spent on document managing and Insert Option Field from the Sales Quote with DocHub

A step-by-step guide regarding how to Insert Option Field from the Sales Quote

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to Insert Option Field from the Sales Quote

Related features

Got questions?

How do you configure a quote in Salesforce?

How do I add a product button to the quote line editor in Salesforce?

How do you write a sales quote?

How to add terms and conditions to quote template in Salesforce?

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

How do you add a field to a quote line drawer?

How do I edit a quote line in Salesforce?

How do you add a field to a quote line drawer?

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