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#Quotes1 discussing

This one has me dizzy.

 

A simple example is a ramping contract where Year 1 has a qty of 100, year 2 has a qty of 200 and year 3 has a qty of 300. From a forecasting lens I need to represent the ARR of this opportunity, and I am ok with using only the first 12 months and generally ARR has been MRR *12.  I have created two separate quotes modeling this example and run into the same problem

 

Quote #1: Uses separate quote line groups to group the subscriptions for year 1 together, so in this example I have 3 groups, each with a different subtotal representing the annual increase in qty. While mathematically accurate, each line has it's own MRR and therefore the resulting ARR calculation is roughly 3x the actual first year ARR since it is also including the MRR from Years 2 and 3 in the ARR calculation.

 

Quote #2: Use MDQ, which basically has the same problem

 

I believe I just need a way to limit the ARR calculation to the subscriptions that would occur in the first 12 months?? Anyone know how to do this?? ARR is presently done with a price rule and a summary variable.

 

The BONUS QUESTION... This specific scenario gets more complicated because the customer is requesting balloon period where the qty increases ONLY during the summer months. So I need a way to handle adding the qty increase during specific months. I solved this sufficiently using the model explained above in Quote #1 where I added another quote line representing the short term qty increases, and it worked fine. I am wondering if there is a way to address when using the MDQ model in Quote #2? And these short-term increases that occur within the first 12 months would need to be included in the forecasted first year ARR. Any Idea?

 

#Salesforce CPQ & Billing  #Sales Cloud  #MDQ  #Quotes

1 answer
  1. Jan 17, 9:12 PM

    Hi Adam. If you're using MDQ, you can filter your ARR rollup(s) based on the quote lines' Segment Index. So if you just want your Year 1 ARR, you can roll up all quote lines that have a Segment Index of NULL or 1. (The NULL inclusion means that it will also count non-MDQ quote lines.)

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 I need help with planning out a project. For Opportunities and Quote and Quote line items. I have to take information from quote line items by summarizing the data by product group on the Quote and create product group field to populate the summarized data on the opportunity.  I'm struggling as we do not quote in Salesforce and data is pushed into Quote and Quote line items by another AIP source What type of field do I create and what formula do i use to get the data populated?  I tried this approach but i do not show product family as an option to select. We do not have CPQ. 

 

Solution 1: Roll-up Summary Fields by Product Family (Recommended)

Use multiple Roll-up Summary Fields on the Quote for each Product Family. Then, sync this data to the Opportunity through automation.

Steps:

  1. Create Roll-up Summary Fields on the Quote:
    • Example:
      • Hardware_Total_Amount__c (Sum of amount where Product Family = "Hardware")
      • Software_Total_Amount__c (Sum of amount where Product Family = "Software")
      • Services_Total_Amount__c (Sum of amount where Product Family = "Services")
  2. Use Roll-up Criteria:
  3. When setting up these Roll-up Summary Fields on the Quote, filter by Product Family using specific criteria (e.g., "Product Family" equals "Hardware").

Has anyone tried to populate data from a Quote? Quote Line Items to automatically update opportunity fields?

 

#Flow  #Data Management  #Trailhead  #Opportunity Products  #Quotes

5 answers
  1. Davis Johnson (SolomonEdwards) Forum Ambassador
    Nov 4, 2024, 2:50 PM

    @Kimberly Maione,

    Right, so you would, on the Quote object, create multiple rollup summaries of type COUNT and then would use the Filter Criteria option for each to specify the Product family value to be counted. You would then repeat that process for every product family that needs to be rolled up. I am essentially just shooting back your initial message though, so you have tried this and found it hasn't met your needs?

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In module Configure Quotes for Your Customers and Track Contracts there is a hands-on challenge in which we need to create a quote, but as you can see in the image there is no save or even cancel button, I thought it was due to a delay in charging the proper window but its not that. I refresh the page, waited and try using other opportunities but the same problem occured.

#Trailhead Challenges #Quotes

 

Screenshot 2023-12-03 162014.png

7 answers
  1. Dec 3, 2023, 11:00 PM

    Hi @Jenny King Bustamante ,

     

    I found the solution myself for the error.

     

    I asked a friend about it and he told me that maybe I should check out this settings:

     

    Settings > Company Information > Currency Settings > Currency Locale

     

    When I took a look to that settings, I noticed something strange, it said 'Spanish - null' so all I did was change that option to any currency. Because I'm from Uruguay, I changed to 'Spanish (Uruguay) - UYU' and now almost every error or load bugs I had on the ORG are fixed.

     

    https://trailhead.salesforce.com/trailblazer-community/feed/0D54S00000G6Z3lSAF

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Hello everyone!

We operate as a courier company in Romania and have been utilizing SalesForce Sales Cloud for the past year.

Our upcoming goal is to maximize our use of SalesForce by setting up our products and establishing a completely automated quoting process. Considering the complexity of our products' structures and business logic, it's essential to seek guidance from a SalesForce specialist to determine if implementing CPQ is suitable or not for our business requirements.

If you're keen on supporting us with consultancy regarding this decision and, in addition, offering assistance throughout the implementation process, please get in touch with me.

Thank you! 

Nicu M.

 

#CPQAskAnExpert  #CPQ  #Salesforce CPQ & Billing  #Quotes  #Opportunity Products

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We have been creating service Quotes from Cases by creating a linked dummy opportunity which contains the native Account connection. Was planning to remove that using the quote without opportunity and linking to the "Account for Quote" instead. 

 

I just dont find a way to get the various Account details onto the quote template, like Account Address etc. Do I need to create a dirty work around pulling that through custom fields that have a formula pointing at those details?

 

#Service Cloud  #Quotes

2 answers
  1. Feb 17, 2024, 1:56 AM

    We have been running quotes with a dummy opportunity and it works OK but is a headache if our staff selects the wrong account in beginning since it can then only be changed through the opportunity.

     

    I was trying to get "Quote without Opportunity" to work which is available in the quote section.

    q.jpgThis activates a new Account field called "Account for Quote" which works great in many aspects completely independent of an Opportunity. The quote even starts showing up as related quote on the account tab etc.

     

    But in the quote template designer I can only pull the Account name as "Account for Quote"

    t.jpg

    The details that are under the Account tab does not exist since the quote is now linked througth the Account for Quote. Adding the Account address as part of the quote header is therefore not possible OOTB. Considering making custom fields for these things to make them appear under the Quote but would prefer if there is a standard way.

     

    Since Salesforce has released this support without Opportunity, there mus be a way to actually use it also on the printed document.

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4 answers
  1. Manoj Nambirajan (Dell Technologies) Forum Ambassador
    Jan 9, 2024, 6:07 AM

    @Farhana Kazi help ensure quote is enabled in set up and added to personal related lists.

     

    also help validate your steps with below link

     

    https://www.youtube.com/watch?v=7T9mq4NMTKI&ab_channel=salesforceplayground

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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. Mikey Brown (SETGO Partners) 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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1 answer
  1. Divya Chauhan (Kcloud Technologies) Forum Ambassador
    Nov 16, 2023, 7:12 AM
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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 answers
  1. Jun 26, 2022, 1:05 AM

    @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.

    1581920632934.png

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Hi all,

 

Was hoping someone could help me with this, as I don't have a great deal of experience with Conga.

 

Whenever someone generates a quote using Conga, the price figures in the template always pull through the GBP totals, even if the quote is in another currency.

 

Is there a way to sort this?

 

Thanks!

 

#Conga Composer #Quotes

5 answers
  1. Jun 2, 2022, 8:39 PM

    Hi @Lauren Wike,

     

    You shouldn't have to touch the Quote Template, just keep the Price field as is. Performing the button update as I mentioned above will allow your users to quote in a different currency.

     

    In the Object Manager, go to Buttons, Links and Actions on the object where your Conga button is located (where you launch Conga from > sounds like this may be from the Quote object for you?). Edit the button and follow the steps from the links in my previous post.

     

    If you still run into any issues, I would highly recommend opening a case with Conga Support to assist you:  https://conga.com/support 

     

    Thank you,

    Ian

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