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Add Custom Fields in Quote Templates

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You can add custom fields to your quote template and have them appeared in quote PDF and Word documents. The custom fields you add must belong to one of the following standard objects or belong to a custom object that is linked to one of the standard objects by a lookup field:

  • SAccount
  • SAccount.Owner
  • BillToContact
  • SoldToContact
  • SOpportunity
  • SOpportunity.Owner
  • Organization
  • Quote
  • ChargeSummary
  • Charge
  • ChargeSummary.QuoteRatePlan

To include a custom field in your quote template, enter the custom field API name, given in the following format:

{MERGEFIELD ObjectName.CustomFieldName \* MERGEFORMAT}

For example, the merge field for the custom field, zqu__Custom_Text_Field__c, on the Quote object should be specified as: 

{MERGEFIELD Quote.zqu__Custom_Text_Field__c \* MERGEFORMAT}

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