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The “Functionality” admin area lets you control the formatting options and features available to you in the
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Quote Editor.
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The interface in appero quote Lightning is more reduced, because not all previous settings are supported or needed. Settings that are still used in the previous Classic editor are shown below in italics and in gray font color. |
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Setting | Type | Parameter Name | Parameter |
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Textblock | Note |
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API-field names
Default: Description,family
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Additional quote fields to be filled by the user.
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Selection list:
- Opportunity holder
- Quote holder
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Defines the preselection for the signature graphic
OppOwner = The signature stored at the opportunity owner is preset
QuoteOwner = The signature deposited at the quote holder is used
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true = Switching between OppOwner and QuoteOwner possible
false = only the graphic defined at StandardSignature is used)
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Selection list:
- first tab
- second tab
- third tab
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Sets the tab when opening the quote:
0 = Quote
1= Admin/Releated Account;
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A Match Id for the quote can be designed with text variables
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Quote record settings | ||||
Format of quote name in Salesforce | Input field | quotesavename | Default: {QuoteNumber}-{QuoteDate} | |
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The name for the quote can be designed with the text |
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Example: Quote from {User_Name} ({User_Company})
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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 |
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using the text |
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Example: Quote from {User_Name} ({User_Company})
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The parameter refers only to the "Create PDF Attachment" function. It has no effect on the "Download PDF" action. |
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mergefields. | |||
Saves quote PDFs as Salesforce Files | Input field | attachPDFAsFile | true/false |
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default_standard: false, | Saves PDF documents as Salesforce files or attachments. | |
Standard quote valid date in days | Input field | quotevaliddays |
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Default: 30 | You can use this parameter |
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to control the value with which |
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the |
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"Validity date" |
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date field is to be pre-assigned. Example:
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Maximum quote |
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valid date in days | Input field | quotevaliddaylimit |
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Default: 90 | You can use this parameter to define the maximum duration of validity in days that can be entered by users |
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. Example:
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true = The description of the connected product (Product2) is drawn
false = The description of the OpportunityLineItem (Opportunity Product) is drawn
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Account fields to be used as additional @filter for object queries
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Contact fields to be used as additional @filter for object queries
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Opportunity fields to be used as additional @filter for object queries
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Product Fields to be used as additional @filter for Object Queries
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Use field value of relationship property for opportunity sync
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Activates the Mergefields sidebar when editing text elements and products.
Affects only the quote mode. When editing templates, the sidebar is always available.
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If a user enters a date greater than TODAY + 30 days in the "Validity date" field, the system automatically resets the date to the maximum allowed value.
Example
Title: standardvat
Value: 19
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This parameter allows you to define filters for the advanced product search. The filters check the values in the "Product name" and "Product code" product fields. You can specify multiple filters separated by commas.
This parameter is only active if the "Advanced product search" feature is also activated.
Example
Title: productviews
Value: software, hardware
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This parameter allows you to control whether the payment terms from the account can be selected as a variable in the quote.
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. |
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. |