Functionality

Additional quote fields

Input field

quoteFields

API-Feldnamen

see Mergefields

Additional opportunity fields

Input field

opportunityFields

API-Feldnamen

see Mergefields

Additional user fields

Input field

userFields

API-Feldnamen

see Mergefields

Additional account fields

Input field

accountFields

API-Feldnamen

see Mergefields

Additional contact fields

Input field

contactFields

API-Feldnamen

see Mergefields

Additional quote fields that should be filled by the quote user.

Input field

additionalQuoteFields

API-Feldnamen

Display additional quote fields in a dialog that should be filled by the user.

Additional quote fields within start dialog

Option switch

quoteFieldsDialog

true / false

Additional quote fields within exit dialog

Option switch

quoteFieldsDialogQuit

true / false

Standard Signature

Picklist:

• Opportunity-Owner

• Quote-Owner

StandardSignature

OppOwner / QuoteOwner

Defines the Preselected Signature for new Quotes.

OppOwner = Signature File from the Opportunity Owner is selected
QuoteOwner = The Signature File from the Quote Owner is selected

Display signature of manager

Option switch

ManagerSignature

true / false

Format of quote name in Salesforce

Input field

quotesavename

The name for the quote can be designed with the text variables.

Example: Quote from {User_Name} ({User_Company})

Format of quote PDF file name

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.

Standard quote valid date in days

Input field

quotevaliddays

With this parameter you can control with which value the date field "Validity date" should be preset.

Example Title: quotevaliddays Value: 30 Effect: Validity date is automatically calculated and preset with TODAY + 30 days.

Maximum quote valid date in days

Input field

quotevaliddaylimit

This parameter allows you to specify the maximum duration of validity in days that users may enter.

ExampleTitle: quotevaliddaylimitValue: 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 allowed value.

Do not validate Quote Date

Option switch

doNotValidateQuoteDates

If this parameter is true, Quote Date and Quote Valid Date are not validated to the current date.

Standard VAT

Input field

standardvat

This parameter allows you to define the standard tax rate. This tax rate will be applied if no tax rate is defined in the opportunity or account.

ExampleTitle: standardvatValue: 19

Enables copy to opportunity functionality

Option switch

UseCopyToOpp

Configures the Function "Copy LineItems to Opportunity"

effect:
Visibility of Button in Quote View
Visibility of Checkbox on Send Email dialog
Execution of Function on Accepting Quote
Execution of Function on automatically sent Quote email after Approval with Template name set (parameter: SendApprovedQuoteTemplate)

true - Function activated (Buttons available)
false - Function not available

Copy products from opportunity without description

Option switch

CopyOppItemsIgnoreDesc

true / false

true = The description of the associated product (Product2) is drawn

false = The description of the OpportunityLineItem (Opportunity Product) is drawn

Additional product property object query Account @filter fields

Input field

productPropertyQueryAvailableFilterFields_Account

API Feldname

List of additional Account fields that should be loaded in order to be used as filter criterias in product property object queries.

Additional product property object query Contact @filter fields

Input field

productPropertyQueryAvailableFilterFields_Contact

API Feldname

List of additional Contact fields that should be loaded in order to be used as filter criterias in product property object queries.

Additional product property object query Opportunity @filter fields

Input field

productPropertyQueryAvailableFilterFields_Opportunity

API Feldname

List of additional Opportunity fields that should be loaded in order to be used as filter criterias in product property object queries.

Additional product property object query Product @filter fields

Input field

productPropertyQueryAvailableFilterFields_Product

API Feldname

List of additional Product fields that should be loaded in order to be used as filter criterias in product property object queries.

Use displayed Relation property field value for Opportunity Sync

Option switch

doNotWriteIdForRelationProductProperties

true/false

This parameter controls if Ids or selected Values are synced to opportunity products when product property type Relation is used.

Mergefield-Sidebar available

Option switch

enable_mergefieldsidebar

true/false

Activates the Mergefields sidebar when editing text items and products.

Affects only the quote mode. When editing templates, the sidebar is always available.

Users may delete locked items

Option switch

allowDeletionOfLockedItems

true/false

Allows the user to remove locked items from the quote.

Saves quote PDFs as Salesforce Files

Option switch

attachPDFAsFile

true/false

Saves PDF documents as Salesforce files or attachments.

Use new quote count

Option switch

useNewQuoteCount

true/false

If true, uses SF42_Number__c records to determine the number of quotes for an opportunity.