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Topics#Data ManagementNate Simmons 的问题
Nate Simmons 提问于 #Data Management
2015年1月19日 15:42

I would like to be able to sort my quote line items into 2 different lists on a customized template

I have created a quote template that has two different tables.  I would like to be able to take a created list under Quote Line Items in the quote process and then be able to seperate those items into the two different tables on the template.  They would need to be sorted by product line.  End results of a PDF quote that has all the Line Items selected that have been separated into two different product lines.  Thoughts?
2 个回答
  1. Brian Roff (B. Roff Projects Consulting)
    2015年1月19日 17:51
    Hi Nate,

     

    The type of custom Quote template you are looking for is not possible using the native template.  The native Quote template is quite rigid and not very flexible.  For the type of thing you want to do, I would check out Conga Composer:  http://www.congamerge.com/

     

    One of the best investments you can make for awesome custom templates and overall efficiency.

     

    Hope that helps.  Good luck!

     

    Best,

     

    Brian

     

    https://twitter.com/BMRideas
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