Tag Archives: Salesforce Quote

Wedid: Dynamic Quote Form Generation based on Record Type

Challenges

Our customer sends out different types of quote form to the clients based on the type of order (ex. Direct Sales, Booking Order, Rental, etc.). Now, they are moving their business process into Salesforce. In order to meet the requirements on the quote form generation, we have to design an automated process to do so. Based on the type of order record the sales rep created, when he/she generate the quote, the quote form will be uniquely generated based on the record type.

Solutions:

When the user click the button to generate a quote form, it will automatically generate a specified quote form based on the record type specified.

Related Objects Opportunity/Quote
Components Quote
Complexity Moderate

Wedid: Quote – Dynamic Content

Challenges

The customer is using Salesforce out-of-box quote.
In their quote, there are sections that display dynamic values. These dynamic values are based on different quotes or products.
For an instance, for different quotes or products user will get to include different “Payment Clause” into the quote.

 

Quote Clause 1 Clause 2 Clause 3
Quote 001 Yes  –  –
Quote 002  – Yes  –
Quote 003  – Yes  –
Quote 004  –  – Yes

Solution:

  • Generate Quote template that includes relevant information based on products and quote
  • User can determine what values to be or not to be included into the quote.

Related Objects Quote
Components Formula
Complexity Simple

Salesforce Tips: Applying Dynamic Content in Quote Template

In Salesforce Quote Template, we are allow to use the “Text/Image Field” available to define static text and include images in a Quote content.

Say if you are require to include an introductory text in your Quote, i.e.

Dear Johnny Walker,

It was great meeting you. Please see the following for the pricing details.

One way to include this in the Quote is by utilizing the “Text/Image Field”. However, as it only allows static content, the admin may need to change the quote template’s “Text/Image Field” content every time before a new Quote is generated as different quote may include different introductory content for example.

An option to workaround this is to create a Text (Or Long Text Area) Custom Field in the Quote Object and make this field available during the Quote creation/edit. This field allows user to define their own introductory content dynamically and to have it include in the Quote as well by customizing the Quote Template.