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. Supported fields are Text, Checkbox and Picklist. |
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.
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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 confirm the save request or in the exit dialog window.
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The fields are present on your quote record when you save the quote, so they can be seen and used outside the editor.