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Is it possible with Easy Pricing to have Quotes with different Price Books on the same Opportunity? That is the Use Case that I need to solve. We have multiple companies that are provided Quotes for the same Project. The Price Book to be used is set at the Account level, not the Opportunity level. We do not need to sync Quotes with the Opportunity. 

4 risposte
  1. 26 giu 2022, 01:05

    @Jennifer Borkovich Unlike Salesforce's 'Add Products', our 'Add Product' button is embedded with the 'Pricing Rule' logic, which is much more complicated than just adding a product line. Since our logic may overload the system (i.e. hitting the governor limits) if multiple products are selected, which is the reason why we decided not to support it in our app. There are three ways (i.e. picklist, autocomplete, lookup) to add a product in our app, if you are not familiar with some of them, please take a look at this article "Adding Product Line Item Made Easy with PickList, AutoComplete, LookUp fields in Salesforce", hope it helps.

    Unlike Salesforce's 'Add Products', our 'Add Product' button is embedded with the 'Pricing Rule' logic, which is much more complicated than just adding a product line.

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