Functionality

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 mergefields.

Saves quote PDFs as Salesforce Files

Input field

attachPDFAsFile

true/false

default_standard: false,
default_newInstallation: true

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:

• Title: quotevaliddays

• Value: 30

• Effect: Validity date is automatically calculated and pre-assigned with TODAY + 30 days

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:

• Title: quotevaliddaylimit

• Value: 30

• Effect: 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 permitted value.

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

See Dialog for additional Quote Fields

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 DoNotCloseOpportunityOnOrderEntry is true.

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.