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 |
|---|
Additional quote fields
Input field
quoteFields
API-Feldnamen
Additional opportunity fields
Input field
opportunityFields
API-Feldnamen
Additional user fields
Input field
userFields
API-Feldnamen
Additional account fields
Input field
accountFields
API-Feldnamen
Additional contact fields
Input field
contactFields
API-Feldnamen
Additional quote fields that should be filled by the quote user.
Input field
additionalQuoteFields
API-Feldnamen
Display additional quote fields in a dialog that should be filled by the user.
Additional quote fields within start dialog
Option switch
quoteFieldsDialog
true / false
Additional quote fields within exit dialog
Option switch
quoteFieldsDialogQuit
true / false
Standard Signature
Opportunity-Owner
Quote-Owner
StandardSignature
OppOwner / QuoteOwner
Defines the Preselected Signature for new Quotes.
OppOwner = Signature File from the Opportunity Owner is selected
QuoteOwner = The Signature File from the Quote Owner is selected
Display signature of manager
Option switch
ManagerSignature
true / false
Quote record settings | ||||
Format of quote name in Salesforce | Input field | quotesavename | 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 | Default: {QuoteNumber}-{QuoteDate} | The name for the quote PDF can be designed |
using the text |
Example: Quote from {User_Name} ({User_Company})
The parameter refers only to the "Create PDF Attachment" function. It has no effect on the "Download PDF" action.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 |
Default: 30 | You can use this parameter |
to control the value with which |
the |
"Validity date" |
date field is to be pre-assigned. Example:
|
|
Maximum quote valid date in days | Input field | quotevaliddaylimit |
Default: 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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| ||||
Do not validate Quote Date | Option switch | doNotValidateQuoteDates | true/false Default: false | If this parameter is |
Copy products from opportunity without description
Option switch
CopyOppItemsIgnoreDesc
true / false
true = The description of the associated product (Product2) is drawn
false = The description of the OpportunityLineItem (Opportunity Product) is drawn
Additional product property object query Account @filter fields
Input field
productPropertyQueryAvailableFilterFields_Account
API Feldname
List of additional Account fields that should be loaded in order to be used as filter criterias in product property object queries.
Additional product property object query Contact @filter fields
Input field
productPropertyQueryAvailableFilterFields_Contact
API Feldname
List of additional Contact fields that should be loaded in order to be used as filter criterias in product property object queries.
Additional product property object query Opportunity @filter fields
Input field
productPropertyQueryAvailableFilterFields_Opportunity
API Feldname
List of additional Opportunity fields that should be loaded in order to be used as filter criterias in product property object queries.
Additional product property object query Product @filter fields
Input field
productPropertyQueryAvailableFilterFields_Product
API Feldname
List of additional Product fields that should be loaded in order to be used as filter criterias in product property object queries.
Use displayed Relation property field value for Opportunity Sync
Option switch
doNotWriteIdForRelationProductProperties
true/false
This parameter controls if Ids or selected Values are synced to opportunity products when product property type Relation is used.
Mergefield-Sidebar available
Option switch
enable_mergefieldsidebar
true/false
Activates the Mergefields sidebar when editing text items and products.
Affects only the quote mode. When editing templates, the sidebar is always available.
Users may delete locked items
Option switch
allowDeletionOfLockedItems
true/false
Allows the user to remove locked items from the quote.
Saves quote PDFs as Salesforce Files
Option switch
attachPDFAsFile
true/false
Saves PDF documents as Salesforce files or attachments.
Use new quote count
Option switch
useNewQuoteCount
true/false
active, the quote date and valid date are not validated to the current date. |
Standard VAT
Input field
standardvat
This parameter allows you to define the standard tax rate. This tax rate will be applied if no tax rate is defined in the opportunity or account.
ExampleTitle: standardvatValue: 19
Enables copy to opportunity functionality
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
Mergefields | ||||
Mergefield-Sidebar available | Option switch | 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. |