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September 26, 2014

Create Custom Quotes from Salesforce

Have you ever looked at your Salesforce quotes, thought “there has to be a better way to format these”, and found out your hands are tied?  Most of you probably have and upon further investigation you find out that requires you to create new VisualForce pages in order to format the quote how you want it.  Even then the formatting is limited and hard for any non-technical user to update. 

This means that your team will spend a lot of time and effort to do something as simple as creating a quote for a potential customer.  Or your other option is to spend thousands of dollars to hire a Salesforce consulting firm to create these custom quotes for you.  Matthew Brown from CloudBuilders says that:
"As a Salesforce consulting partner, 75% of the time we overwrite Salesforce's standard quoting functionality with Visual Force pages. This generally starts at $3,000 and goes up depending on the level of custom functionality required by the customer. What generally forces us to go the custom route are: Existing highly customized customer quote forms, extensive graphics, unique fonts, accompanying page 2 information (amortization tables, lengthy terms and conditions, etc.). The WebMerge solution is perfect for companies that want to achieve a similar result of custom code but without hiring programmers."

With WebMerge, you can create a completely customized quote that includes your logos, company info, and more with an easy-to-use online editor.  Don’t waste another minute creating VisualForce pages or hiring a consultant to do the work for you.  In WebMerge, you’ll be able to generate your quote template in minutes and integrate it directly with your Salesforce account.

For this integration, we’ll walk you through how to setup your template and integrate with Salesforce using our Managed Package which you can download from the AppExchange.

To get started, let’s jump into WebMerge and create a new document. For this example, we’ll just build a document using the online editor.  We’ll add our logo, billing information, and then we’ll add the merge fields for the customer info.  Here’s what that looks like:

The next part of the document we’re going to setup a table that will loop through the line items in our quote.  We’ve already setup a table for the line items, so we just need to add the code that will “loop” through the line items.  This is an advanced technique so we need to switch the document to Advanced Mode (don’t worry, it will be easy).

What you’ll want to do is add a {foreach} tag on the outside of the table row that you created for a line item.  Then after that row, you’ll put a closing {/foreach}.  Inside the {foreach} tag are some extra parameters that tell the document what merge field to use and a local variable name.  For example {foreach from=$items row=_item}.  Inside the loop, you can reference fields by using something like {$_item.Description} or {$_item.TotalPrice}.  The part after the dot is the Salesforce field name for the line item.

After we have our quote template setup, let’s jump into Salesforce and setup the new mapping for our Quote.  If you have not already, please installed the WebMerge Managed Package.  Our first step is to create a New Mapping for this quote.  We’ll give it a name like Services Quote, select “Quote” as the Salesforce Object, then we’ll choose our newly created document from the dropdown.

On the next step we’re going to map the fields from our Quote object in Salesforce to the merge fields that we created in our template.  This is a simply 1-to-1 mapping.  Simply choose the Salesforce field from the dropdown that you want to send to the corresponding field in your document.  For the “items” merge field, we’re going to choose the Quote Line Items child relationship option.  This will send an array of those items to the “items” merge field.

Once we have the field mapping complete, let’s save that and add the WebMerge button to our Quote page.  For more information on how to do that, please check out this article.  Now that you have the button setup, when you are looking at a quote and you click that button it should take you to a page where you can choose which mapping you want to use.  Choose the one you just created and your document will be automatically merged and saved on the quote record.

That’s it!  You can now quickly and easily generate customized quotes from Salesforce.  Can you think of any other documents that you could generate from Salesforce using WebMerge?

6 min read

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