Quote Templates with Products
- Anne Krieg
- Phu Nguyen (Unlicensed)
General
If your quotes contain the same products recurrently, it is recommended to store them in the quote template. The prerequisite for this is that a Price Book is assigned to your template. You can do this in two ways.
Firstly, when creating a new template via the lookup field "Price Book":
On the other hand, you have the option to subsequently add a price book to an existing template or to change the existing price book. To do this, use the "Change Price Book" button on the record page:
A component opens where you can use a lookup field to add or remove a price book or modify an existing price book selection:
For the products contained in the template, a price book change means that when you edit the template again, they will be checked for the newly selected price book and adjusted if necessary.
Calculation of products in templates
In the template editor you have the same options to edit your quoting data as in the quoting process. However, some changes to the products will be reset as soon as this is used to create a quote.
General product data
Product customization in template | Display in quote |
|---|---|
Overwritten product name | Overwritten product names remain in the quote. |
Entries in product properties | Entries in product properties are retained. |
Mandatory product properties can be skipped | Mandatory product properties must be filled in. |
AddOn-Products can be selected | Secondary products selected in the template are included in the quote as independent products. We therefore recommend that you do not select any secondary products in the template yet, in order to avoid duplicate products in the quote. |
Product calculation
In product calculation, a distinction is made between products with and without bulk prices. This results in the following calculation rules
Products with bulk rules
Product customization in template | Calculation in quote |
|---|---|
Adjusted quantity | The quantity is retained. The appropriate bulk value is automatically drawn and written into the discount column (Discount%). |
Adjusted discount (Discount%) | The discount manually assigned in the template in the Discount % column is reset and replaced with a value from the bulk rule, if necessary. |
Adjusted discount in the further discount columns (Discount 2-4, Discount Partner, Special Discount Partner, Special Discount Distributor) | Manual discounts in the further discount columns remain in the quote as well, provided the bulk price rule is defined as a percentage and not as an amount. |
Overwritten End Price | The overwritten End Price will be reset as it is calculated using the discount and this will be reset to the Bulk Value. |
Overwritten list price (ListpriceIsEditable = true on product2) | The list price is reset to the price book entry, but can be overwritten again by the user. |
Products without bulk rules
Product customization in template | Calculation in quote |
|---|---|
Adjusted quantity | The quantity is retained |
Adjusted discount (Discount%) | Manually assigned discounts remain in the quote when using the template. |
Overwritten End Price | The adjusted End Price is preserved in a limited way: Changes to the end price result in a discount, this discount value is retained. I.e. should the list price have changed in the meantime, a new end price results from list price - discount. |
Overwritten list price (ListpriceIsEditable = true on product2) | The list price is reset to the price book entry, but can be overwritten again by the user. |
Product properties of type pricecalculation or pricecalculation from product or sum also applied on products in templates.
Price book check
All products already in a quote template are checked for the Opportunity Price Book when the template is used in the quoting process: Price book changes are displayed, deactivated products or price book entries are marked as such and removed when saving.
Also, when editing the template itself, there is always a price book check of the contained products for price changes or inactive products/prices, so that you can always work with valid product data.