The "Functionality" admin area lets you control the formatting options and features available to you in the quote editor.
Notes on switching to appero quote Lightning
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.
Setting | Type | Parameter Name | Parameter Text block | Note |
|---|---|---|---|---|
| Add elements by click | Option switch | clickItemInsert | true / false | |
| Flexible reloading of products | Option switch | productsOnDemand | true / false | Products are only loaded "on demand", not initially when the editor is opened. |
| Full screen mode | Option switch | QuoteFullScreen | true / false | Controls the display of the Flex Editor for quotes. true = the editor is displayed without the Salesforce navigation in the whole browser window false = the editor is displayed as a tab within the normal Salesforce application |
| Automatic save | Option switch | autosave | true / false | |
| Ignore product family | Option switch | ignoreProductFamily | true / false | |
| Formatting the quote number | Input field | quotenumberFormat | ||
| Additional fields for quote | Input field | quoteFields | API-field names | See section Merge Fields |
| Additional fields for opportunity | Input field | opportunityFields | API-field names | See section Merge Fields |
| Additional fields for users | Input field | userFields | API-field names | See section Merge Fields |
| Additional fields for account | Input field | accountFields | API-field names | See section Merge Fields |
| Additional fields for contact | Input field | contactFields | API-field names | See section Merge Fields |
| Additional fields as product filters | Input field | productFilterFields | API-field names Default: Description,family | Entry of product2-API field names separated with comma, only types text, checkbox, picklist |
Additional quote fields to be filled by the user. | Input field | additionalQuoteFields | API-Field names | Quote API entry Field names separated by comma, only types Text, Checkbox, Picklist. |
| Additional quote fields to be filled by the user. | Option switch | quoteFieldsDialog | true / false | |
| Additional quote fields in the dialog on exit | Option switch | quoteFieldsDialogQuit | true / false | |
| Preselected signature | Selection list:
| StandardSignature | OppOwner / QuoteOwner | 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 |
| Editing the signature is possible | Option switch | ChangeSignature | true / false | No longer supported! true = Switching between OppOwner and QuoteOwner possible false = only the graphic defined at StandardSignature is used) |
| Show signature of the supervisor | Option switch | ManagerSignature | true / false | |
| Preselected tab | Selection list:
| tabindex | Sets the tab when opening the quote: 0 = Quote 1= Admin/Releated Account; | |
| Formatting of the QuoteMatchID | Input field | QuoteMatchId | A Match Id for the quote can be designed with text variables Example: Quo-{QuoteNumber}-{QuoteDate} | |
| Formatting the name of the quote in Salesforce | Input field | quotesavename | The name for the quote can be designed with the text variables. Example: Quote from {User_Name} ({User_Company}) | |
| File name formatting for quote PDF | Input field | quoteattachmentname | The name for the quote PDF can be designed with the text modules. 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. . | |
| Only own quotes can be used as template | Option switch | myquotes | true / false | When creating a new quote, controls the selection of quotes that can be used as templates. |
| Only quotes from the current opportunity can be used as templates | Option switch | justthisopp | true / false | When creating a new quote, controls the selection of quotes that can be used as templates. |
| Quote validity in days | Input field | quotevaliddays | With this parameter you can control with which value the date field "Validity date" should be preset. Example Validity date is automatically calculated and preset with TODAY + 30 days | |
| Maximum quote validity in days | Input field | quotevaliddaylimit | This parameter allows you to specify the maximum duration of validity in days that users may enter. Example | |
| Value added tax rate | Input field | standardvat | 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 | |
| Filter for product detail search | Input field | productviews | 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. Example | |
| Transfer payment terms from account | Option switch | showpayment | true / false | This parameter allows you to control whether the payment terms from the account can be selected as a variable in the quote. true = Payment term from account can be selected in quote editor |
| Transfer products from the opportunity without description | Option switch | CopyOppItemsIgnoreDesc | true / false | true = The description of the connected product (Product2) is drawn false = The description of the OpportunityLineItem (Opportunity Product) is drawn |
| Use advanced email editor | Option switch | UseCustomEmailForm | true / false | Use developed e-mail mask for sending quotes, instead of the standard Salesforce Classic mask |
| Use spell checker for german | Option switch | useGermanDictionary | true / false | |
Account fields to be used as additional @filter for object queries | Input field | productPropertyQueryAvailableFilterFields_Account | API Field name | Account Felder, die zusätzlich geladen werden, um als Filter in Object Queries bereitzustehen. |
Contact fields to be used as additional @filter for object queries | Input field | productPropertyQueryAvailableFilterFields_Contact | API Field name | Kontakt Felder, die zusätzlich geladen werden, um als Filter in Object Queries bereitzustehen. |
Opportunity fields to be used as additional @filter for object queries | Input field | productPropertyQueryAvailableFilterFields_Opportunity | API Field name | Opportunity Felder, die zusätzlich geladen werden, um als Filter in Object Queries bereitzustehen. |
Product Fields to be used as additional @filter for Object Queries | Input field | productPropertyQueryAvailableFilterFields_Product | API Field name | Product Fields that are additionally loaded to be available as filters in object queries. |
Use field value of relationship property for opportunity sync | Option switch | doNotWriteIdForRelationProductProperties | true/false | This parameter controls whether IDs or selected values are written to the opportunity product when the Relationship product property type is used. |
| Variables sidebar available | Option switch | enable_mergefieldsidebar | true/false | Activates the Mergefields sidebar when editing text elements and products. Affects only the quote mode. When editing templates, the sidebar is always available. |
| Locked elements may be deleted | Option switch | allowDeletionOfLockedItems | true/false | Allows the user to remove locked items from the quote again. |
| Saves quote PDF as Salesforce file | Option switch | attachPDFAsFile | true/false | Saves PDF documents as Salesforce files or attachments. |