Dialog for additional Quote Fields

Introduction

Frequently, information in and around the quote that is essential for the further quoting process, is required, but should not be included in the actual document, e.g. deadlines, additional information for sales, classifications of the quote type, etc.

With appero quote you can query individual information for your quoting process directly in the quote editor in a separate dialog and then save it in your own custom fields on the quote object. The query on startup is shown after the template selection, on exit it is integrated into the exit dialog.

Setup configuration

In the "Functionality" tab of the settings, please activate the following three settings:

Setting	Type	Parameter Name	Parameter Textblock	Note
Additional quote fields that should be filled by the quote user.	Input field	additionalQuoteFields	API Field name	Quote API field name entry separated with comma Create the desired custom fields on the Quote object beforehand. Default values are displayed.
Additional quote fields within start dialog	Option switch	quoteFieldsDialog	true/false	Activates the query of the additional quote fields when starting the Editor
Additional quote fields within exit dialog	Option switch	quoteFieldsDialogQuite	true/false	Activates the query of the additional quote fields when exiting the editor

The dialog in the appero quote Editor

Additional quote fields within start dialog

If you have activated the dialog at startup, the additional dialog for querying your custom fields will be displayed after selecting the quote template or when editing an existing quote.

If you also query the same fields on exit, the values already entered are displayed again here and can be changed if necessary.

Mandatory fields can be skipped at this point, but they will be validated when saving. We therefore recommend that mandatory fields are also queried in the save dialog so that the user can access them.

Additional quote fields within exit dialog

If you have activated the dialog on exit, it will be displayed when you save your quote for the first time or in the “Save & quit” dialog window at the top left of the editor

Additional Quote fields in the Base Data Dialog

Regardless of whether you have activated the dialogue when starting or closing the editor, you have access to the additional quote fields in the base data dialog at all times:

The fields are present on your quote record when you save the quote, so they can be seen and used outside the editor.

Overview

The following table shows you exactly when the additional quote fields dialog opens in the editor:

Parameter

Dialog is displayed

Additional quote fields available in Base Data Dialog

Additional quote fields within start dialog (quoteFieldsDialog)

Always when the quote editor is opened

✅

Additional quote fields within exit dialog (quoteFieldsDialogQuit)

Always when saving the quote for the first time and in the ‘Save and quit’ dialogue at the top left of the editor.

If the quote has already been saved, there is no additional prompt when you leave the editor in another way.

✅

Additional quote fields within start and exit dialog(quoteFieldsDialog and quoteFieldsDialogQuit)

Always when the quote editor is opened and in the ‘Save and quit’ dialogue at the top left of the editor.

✅