The “Functionality” admin area lets you control the formatting options and features available to you in the Quote Editor.
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Setting | Type | Parameter Name | Parameter Textblock | Note |
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Additional quote fields
Eingabefeld
quoteFields
API-Feldnamen
s. Abschnitt Merge Fields
Additional opportunity fields
Eingabefeld
opportunityFields
API-Feldnamen
s. Abschnitt Merge Fields
Additional user fields
Eingabefeld
userFields
API-Feldnamen
s. Abschnitt Merge Fields
Additional account fields
Eingabefeld
accountFields
API-Feldnamen
s. Abschnitt Merge Fields
Additional contact fields
Eingabefeld
Display signature of manager
Option switch
ManagerSignature
API-Feldnamen
s. Abschnitt Merge Fields
Additional quote fields that should be filled by the quote user.
Eingabefeld
additionalQuoteFields
API-Feldnamen
Eintrag der Quote-API Feldnamen mit Komma separiert, nur Typen Text, Checkbox, Picklist
Additional quote fields within start dialog
Option switch
quoteFieldsDialog
true / false
Additional quote fields within exit dialog
Option switch
quoteFieldsDialogQuit
true / false
Standard Signature
Auswahlliste:
Opportunity-Inhaber
Angebots-Inhaber
StandardSignature
OppOwner / QuoteOwner
Definiert die Vorauswahl für die Unterschriftsgrafik
OppOwner = Die Unterschrift, die am Opportunity Inhaber hinterlegt ist wird voreingestellt
QuoteOwner = Die Unterschrift, die am Angebotsinhaber hinterlegt ist wird verwendet
Quote record settings | ||||
Format of quote name in Salesforce | ||||
Input field | quotesavename |
Der Name für das Angebot kann mit den Textvariablen gestaltet werden.
Beispiel: Quote from {User_Name} ({User_Company})Default: {QuoteNumber}-{QuoteDate} | The name for the quote can be designed with the text mergefields, e.g. {QuoteNumber}-{QuoteDate} | |
Format of quote PDF file name |
Input field | quoteattachmentname |
Der Name für das Angebots-PDF kann mit den Textbausteinen gestaltet werden.
Beispiel: Quote from {User_Name} ({User_Company})
Der Parameter bezieht sich nur auf die Funktion "Create PDF Attachment". Auf die "Download PDF" Aktion hat er keine Auswirkung.
Default: {QuoteNumber}-{QuoteDate} | The name for the quote PDF can be designed using the text mergefields. | |||
Saves quote PDFs as Salesforce Files | Input field | attachPDFAsFile | true/false default_standard: false, | Saves PDF documents as Salesforce files or attachments. |
Standard quote valid date in days |
Input field | quotevaliddays |
Mit diesem Parameter können Sie steuern, mit welchem Wert das Datumsfeld "Gültigkeitsdatum" vorbelegt werden soll.
Default: 30 | You can use this parameter to control the value with which the "Validity date" date field is to be pre-assigned. Example:
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Maximum quote valid date in days |
Input field | quotevaliddaylimit |
Mit diesem Parameter können Sie die maximale Dauer der Gültigkeit in Tagen bestimmen, die von den Anwendern eingetragen werden darf.
BeispielDefault: 90 | You can use this parameter to define the maximum duration of validity in days that can be entered by users. Example:
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Gibt ein Anwender im Feld "Gültigkeitsdatum""ein Datum größer als HEUTE + 30 Tage ein, wird das Datum automatisch vom System auf den maximal zulässigen Wert zurückgesetzt
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Do not validate Quote Date | Option switch | doNotValidateQuoteDates | true/false Default: false | If this parameter is |
active, the quote date and valid date are not validated to the current date. |
Standard VAT
Eingabefeld
standardvat
Über diesen Parameter können Sie den Standard Steuersatz definieren. Dieser Steuersatz greift, wenn in der Opportunity bzw. dem Account kein Steuersatz hinterlegt ist.
Beispiel
Title: standardvat
Value: 19
Mergefields | ||||
Mergefield-Sidebar available | Option switch | |||
UseCopyToOpp
Configures the Function "Copy LineItems to Opportunity"
effect:
Visibility of Button in Quote View
Visibility of Checkbox on Send Email dialog
Execution of Function on Accepting Quote
Execution of Function on automatically sent Quote email after Approval with Template name set (parameter: SendApprovedQuoteTemplate)
true - Function activated (Buttons available)
false - Function not available
Copy products from opportunity without description
Option switch
CopyOppItemsIgnoreDesc
true / false
true = Die Beschreibung vom verbundenen Produkt (Product2) wird gezogen
false = Die Beschreibung des OpportunityLineItem (Opportunity Product) wird gezogen
Additional product property object query Account @filter fields
Eingabefeld
productPropertyQueryAvailableFilterFields_Account
API Feldname
Account Felder, die zusätzlich geladen werden, um als Filter in Object Queries bereitzustehen.
Additional product property object query Contact @filter fields
Eingabefeld
productPropertyQueryAvailableFilterFields_Contact
API Feldname
Kontakt Felder, die zusätzlich geladen werden, um als Filter in Object Queries bereitzustehen.
Additional product property object query Opportunity @filter fields
Eingabefeld
productPropertyQueryAvailableFilterFields_Opportunity
API Feldname
Opportunity Felder, die zusätzlich geladen werden, um als Filter in Object Queries bereitzustehen.
Additional product property object query Product @filter fields
Eingabefeld
productPropertyQueryAvailableFilterFields_Product
API Feldname
Produkt Felder, die zusätzlich geladen werden, um als Filter in Object Queries bereitzustehen.
Use displayed Relation property field value for Opportunity Sync
Option switch
doNotWriteIdForRelationProductProperties
true/false
Dieser Parameter steuert, ob ID`s oder gewählte Werte auf das Opportunity Produkt geschrieben werden, wenn der Produkteigenschaftstyp Beziehung genutzt wird.
Mergefield-Sidebar available
Option switch
enable_mergefieldsidebar
true/false
Aktiviert die Mergefields-Sidebar beim Bearbeiten von Text-Elementen und Produkten.
Betrifft nur den Angebotsmodus. Beim Bearbeiten von Templates ist die Sidebar immer verfügbar.
Users may delete locked items
Option switch
allowDeletionOfLockedItems
true/false
Erlaubt dem Anwender, gesperrte Elemente wieder aus dem Angebot zu entfernen.
Saves quote PDFs as Salesforce Files
Option switch
attachPDFAsFile
true/false
Speichert PDF Dokumente als Salesforce Files oder Attachments.
Use new quote count
Option switch
useNewQuoteCount
true/false
enable_mergefieldsidebar | true/false Default: false | Activates the Mergefields sidebar when editing text items and products. Only affects quote mode. The sidebar is always available when editing templates. | ||
Additional quote merge fields | Input field | quoteFields | API-Feldnamen | Entry of the API field names, separated by a comma. See Mergefields |
Additional opportunity merge fields | Input field | opportunityFields | API-Feldnamen | Entry of the API field names, separated by a comma. See Mergefields |
Additional user merge fields | Input field | userFields | API-Feldnamen | Entry of the API field names, separated by a comma. See Mergefields |
Additional account merge fields | Input field | accountFields | API-Feldnamen | Entry of the API field names, separated by a comma. See Mergefields |
Additional contact merge fields | Input field | contactFields | API-Feldnamen | Entry of the API field names, separated by a comma. See Mergefields |
Quote and Opportunity process | ||||
Standard VAT | Input field | standardvat | Default: 0 | You can use this parameter to define the standard tax rate. This tax rate applies if no tax rate has been defined for the opportunity or account and no suitable tax rules have been created. |
Additional quote fields within start dialog | Option switch | quoteFieldsDialog | true / false Default: false | Shows additional quote fields in a dialog that appears when the editor is opened. |
Additional quote fields within exit dialog | Option switch | quoteFieldsDialogQuit | true / false Default: false | Shows additional quote fields in a dialog that appears when the editor is closed. |
Additional quote fields that should be filled by the quote user. | Input field | additionalQuoteFields | API-Feldnamen | Entry of the Quote API Field names separated with a comma |
Opportunity Stage Name for Order Entry | Input field | OppCloseStageWon | Closed Won Default: "" | Pre-population of the field for the opportunity phase after accepting the quote. Only required if there are multiple Closed Won statuses or if |
Do not close Opportunity on Order Entry | Option switch | DoNotCloseOpportunityOnOrderEntry | true / false Default: false | If active, the Order Entry button will not close the opportunity. |
Copy products from opportunity without description | Option switch | CopyOppItemsIgnoreDesc | true / false Default: false | If on, the product description and name are taken directly from Product2 when the opportunity products are transferred to the quote. Any manual changes are lost. |
Use displayed Relation property field value for Opportunity Sync | Option switch | doNotWriteIdForRelationProductProperties | true/false Default: false | This parameter controls whether IDs or selected values are written to the opportunity product when the product property type Relation is used. |