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Derick Ratliff (Salesforce Administrator at PDQ) asked in #Quotes
Nov 7, 2023, 8:56 PM
Filter Quote Line Items on Quote PDF?

Hey Trailblazers!

 

Looking for some assistance on gaining the ability to filter out specific quote line items when generating a Quote PDF.  We're using the Sales Cloud Quote Template functionality and do not have CPQ.  Just curious how other admins have tackled this either via potential 3rd party apps or custom development?

 

Thanks!

 

#Quotes #Quote Line Items

1 answer
  1. Michael Brown (Salesforce) Forum Ambassador
    Nov 9, 2023, 4:33 PM

    Hey Derick, 

     

    I've usually resorted to third party apps, like Conga Composer which let you have more control, such as conditional visibility and e-signature. Outside of that one trick you can do is create a rich text field on your object, and using flow, populate this field with HTML in the form of a table. Your flow could house the logic for dynamically generating this text with the appropriate line items.  Then you could put this field in your Quote Template.

    <table border="1">
    <th>Product Name</th><th>Price</th>
    <tr><td>Product 1</td><td>$1.00</td></tr>
    </table>

    Thanks,

    Mikey

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Sarah Frank (ALG) posted in BoonPlus Easy Pricing User Group
Sep 10, 2019, 6:37 PM

Is there a way for the sorted quote line items to populate onto a quote PDF? Standard SF sort only shows product name and we'll sometimes use the same product name multiple times in a quote (custom, etc).

4 comments
  1. Gary Ralston (Salesforce)
    Jun 8, 2023, 12:50 PM

    Hi Sarah Frank (ALG) 

     

     The standard quote PDF generation does not provide built-in functionality to display sorted quote line items, But by utilizing the Sort button and dragging items in the related list view, you can easily customize the order of items on the quote you are editing as below: 

     

    1. Open the quote you want to edit and navigate to the related list view.
    2. Locate the "Sort" button on the related list view and click on it.
    3. Once you have clicked the "Sort" button, you will be able to drag and drop the items within the list to rearrange their order according to your preference.
    4. Keep in mind that you can sort quotes with a maximum of 200 lines, meaning you can rearrange up to 200 items within the list.

    For more information about generating Quote PDFs in Salesforce, I recommend visiting the website https://arrify.com/generate-quote-pdf-salesforce/. 

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Ignacio Vignolo (Salesforce Developer at Renovo Financial) posted in * Salesforce Administrators *
Mar 31, 2021, 3:56 PM

Hi Admins,

 

Does anyone have a recommendation to implement discount on Quotes? I know Quote has a discount field and is calculated based on discounts on all Quote Line Items, but my requirement is to implement like a global discount, so a percentage that applies to the Quote's Total Price.

Any approach or package recommendation? If not I guess the only way is go trough custom development.

 

Thanks!

1 comment
  1. Alejandro Amigorena (Watsco Inc.)
    Jul 26, 2022, 4:59 PM

    Hi Ignacio,

     

    You can create a Custom field in the Quote for Discount Percent (DiscountPercent__c).

    Then you can use a record triggered flow when a Quote Line Item record is created to update the Discount field on each Quote Lite Item with the value of the DiscountPercent__c field from the Flow.

     

    Hope this helps.

     

    Alex

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KC Barnett (Consultant at Coastal)
Oct 20, 2021, 1:23 PM
Image Formula on Quote Line Item broken on PDF

Hello,

 

I have an image formula on the Product record, and subsequently on the Quote Line Item record. The image appears perfectly fine on the Quote Line Item record, but when I export using the "Create PDF" button, the image is just the broken image icon. Any help to fix this?

 

#Quote Template  #Quote Line Items  #Image Formulas  #Sales Cloud

3 answers
  1. Alexander Lee (Odaseva)
    Apr 20, 2022, 9:27 PM

    Hi Kevin,  I'm running into the same issue.  Haven't found a solution anywhere just yet.  Have you been able to fix this?

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Amanda M (A) asked in #Quotes
Oct 1, 2021, 12:15 PM
How to ensure "Sales Price" Works or Line Item subtotals are correct in Quotes with Discounts

In Salesforce Quotes our "Sales Price" field is very unreliable. Sometimes it recognizes & takes into account the discount applied and sometimes it is not. I caught it on one of the quotes our sales reps made yesterday where on one quote it is List Price - Discount and on the other it remains list price. 

I've been playing with my own custom fields but it's getting messy as it does not like the 'list price' field referenced in a summary roll-up field I wanted to use to calculate the total.

 I can't imagine this is a Salesforce glitch but I also dont see how it isn't.. Has anyone ran into this or have a solution for accurate line subtotals and quote totals. Thanks in advance I really need to make sure this is reliable. (This is NOT CPQ)

 

#Sales Cloud

@* Sales Cloud - Best Practices *

2 answers
  1. Sowmya Kalidindi (Sales Force)
    Jan 27, 2022, 9:14 AM

    Hi @Amanda M - Can you cross check weather the quote is synced to opportunity where the Sales Price field value differs.  Sales Price field hold the value of the price that you want to use for the product. Initially, the sales price for a product on an opportunity or quote is the product’s list price from the price book, but you can change it here. If a quote is synced with an opportunity, this field is updated from the quote line item to the opportunity product.

     

    Thanks!

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Ash K (Salesforce Manager at Beacon)
Oct 7, 2021, 7:14 AM
Opportunity Product Line Items to Quote Line Items

Hi there! Does anyone know how to copy the Opportunity product Line items from an opportunity to a related Quote? I have learned the hard way that if you create the product line items on the opportunity first and then create a new quote, it wipes all the product line items. I would ultimately like to be able to do this with a visual flow, but also open to APEX. 

 

Thanks,

Ash

 

#Quote Line Items

1 answer
  1. Prashik Ingole (Bluvium)
    Oct 7, 2021, 8:20 AM

    Hello @Ash K,

    You can do this using the after insert action.

    You just need to be aware of the fact that there is some Primary Quote linked to the Opportunity of that Opportunity Product Line Items.

     

    So you can have any of them Apex After Insert Trigger or After Trigger only on creation using flows. and get the Product lookup Quantity from the same Opportunity Product and Primary Quote from the Linked Opportunity(as a Quote is must for a QLI to insert.)

     

    Hope it helps. If you find this or any other answer useful mark it as Best Answer, so this will be helpful for others looking for the same.

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Vincent Lippens (Salesforce Specialist at Premier Tech) posted in * Salesforce Revenue Cloud *
Oct 30, 2020, 10:06 PM

Hi, 

I would like to set the (special) price on Quote Line Items based off a margin percentage set on Quote Line Group level. Is this possible? Salesforce does not seem to like using SBQQ__QuoteLineGroup__c in a price condition..

thanks!

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Vincent Lippens (Salesforce Specialist at Premier Tech) posted in * Salesforce Revenue Cloud *
Oct 22, 2020, 1:26 PM

Hi, 

I'm trying to find a way to update all list prices for quote line items based on a (picklist) value on the Quote (e.g. Region) (as an alternative to using price books). What is the best way to accomplish this?

What doesn't work for now: I created a custom object 'Region' where I uploaded all products' prices per region and created a price rule using this lookup object, price actions with Target Object = Quote Line and Lookup Queries where Tested Object = Quote.

Thank you.

7 comments
  1. Colby Kamin (n/a)
    Oct 26, 2020, 4:52 PM

    Price Rules using lookup tables will update any Quote Lines that meet Price Conditions and locate a unique match within the lookup table given the defined Lookup Queries. It could be one, some, or all, based on how you want it to work.--

    [image: Axia CPQ]

    Colby Kamin | Co-Founder

    colby.kamin@axiacpq.com

    (303) 859-3882

    axiacpq.com
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Leonardo Verges (Academia Salesforce)
Oct 22, 2020, 3:13 PM

Hi!

I'm stuck in a trailhead called:

- Create Multiple Quotes

In the last part it's saying:

Now refresh the section to see the new quote, open it, and make some changes.

  1. Click 60 Cell Ground-mounted Panels to open the quote.
  2. In the Quote Line Items section, click Edit Products .
  3. For the GreenSun Ground product, change these fields:Field 

    Details 

    Quantity 

    50 

    Discount 

    10 

  4. Click Save .
  5. In the quote header section, view the Grand Total field. The price reflects the increase in quantity as well as the 10% discount.
  6. In the Quote header, click  to open the actions menu, and then click Create PDF .

When I go to the Quote Line Items Section, I have Add Products instead of Edit Products and when I try to add Products, there's no items to show.

If I go to my price books, I can see the 2 price books that I had to create with all the products I added before in this section.

I already tried to change between Enterprises or Nonprofit but both return no products to show.

Am i doing something wrong?

Thanks

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jeannine Flore Signing Mananfouet posted in #Template
Aug 18, 2020, 7:07 AM

How to customise Quote Template

 

I would like to add custom fields (lookup relationship fields) to the Quote Line Items section, 

 

I first added them the lookup relationship fields to the Quote Line Items and added them after to the tempplate in the Quote Line Items section.

 

When I click Save and Preview, everything is ok but when I go back to Quote and create pdf, the custom fields I added to the Quote Line Items section don't show at all.

 

Please, I would be grateful if someone could help with it.

 

Thanks

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