Create Custom Quote Wizard Pages

About the Quote Standard Controller

A Visualforce page requires the zqu__Quote__c standard controller to integrate with the configurable quote wizard. This logic is built into the quote wizard templates. 

To use the zqu__Quote__c standard controller, indicate standardController="zqu__Quote__c" in the <apex: page> tag at the top of the Visualforce page, and pass an ApexPages.StandardController object as a constructor parameter for the page's controller extensions.

For example, when creating a page called MyCustomPage with a controller called MyCustomPageController, specify <apex: page standardController="zqu__Quote__c" extensions="MyCustomPageController" > in the page tag in the Visualforce markup, and specify a constructor with the following signature in the page's controller:

public MyCustomPageController(ApexPages.StandardController QuoteStandardController)

Refer to Salesforce documentation for more information on standard controllers.

Sample Code: Custom page with navigation

MyCustomPage1Controller.cls

This sample code creates the custom page that includes form tags and pre-built navigation.

global class MyCustomPageController extends zqu.BaseQuoteWizardController {
    //Page Constructor
    public MyCustomPageController(ApexPages.StandardController StandardController) {
        super(StandardController);//NOTE: This line is necessary
        thisQuote = (zqu__Quote__c)StandardController.getRecord();
    }
    //Custom logic to update quote (called before navigating to next page)
    global override Map<String, String> processNextAction() {
        //Update the quote in the database
        thisQuote.MyCustomField__c = 'Next Value';
        upsert thisQuote;
        //Add the Id of the updated quote to the URL parameters of the next page
        return new Map<String, String>{'Id' => thisQuote.Id};
    }
    //Custom logic to update quote (called before navigating to next page)
    global override Map<String, String> processBackAction() {
        //Update the quote in the database
        thisQuote.MyCustomField__c = 'Previous Value';
        upsert thisQuote;
        //Add the Id of the quote's opportunity to the url parameters of the previous page
        return new Map<String, String>{
            'Id' => thisQuote.Id,
            'oppId' => thisQuote.zqu__Opportunity__c
        };
    }
    //Custom cancel action to redirect to the account of the quote's associated opportunity
    global override String processCancelAction() {
        zqu__Quote__c quote = [SELECT zqu__Opportunity__r.AccountId FROM zqu__Quote__c WHERE Id = :quoteId LIMIT 1];
        return '/' + quote.zqu__Opportunity__r.AccountId;
    }
}

Sample Code: Custom page using QuoteWizardTemplate

MyCustomPage1.page

This sample code uses the QuoteWizardTemplate.page template to build custom content with logic for the progress bar and button bar.

<apex:page StandardController="zqu__Quote__c" extensions="MyCustomPageController" >
  <!-- Override the quoteWizardButtonBar style class to center the button bar -->
  <style>
    .quoteWizardButtonBar {
      text-align: center;
    }
  </style>
  <!-- QuoteWizardTemplate -->
  <apex:composition template="zqu__QuoteWizardTemplate" >
    <!-- Define the page body, including form and button bar -->
    <apex:define name="PageBody" >
      <!-- Action functions to call navigation methods of BaseQuoteWizardController-->
      <apex:actionFunction action="{!navigateNext}" name="onNavigateNext" />
      <apex:actionFunction action="{!navigateBack}" name="onNavigateBack" />
      <apex:actionFunction action="{!cancel}" name="onCancel" immediate="true" />
      <!-- Make sure quote standard controller has access to opportunity Id -->
      <apex:outputField value="{!zqu__Quote__c.zqu__Opportunity__c}" rendered="false" />
    </apex:define>
  </apex:composition>
</apex:page>

Sample code: Custom page without navigation

MyCustomPage2Controller.cls 

This sample code creates the custom page without form tags and pre-built navigation.

public class MyCustomPageController {
    
    //Quote object
    zqu__Quote__c thisQuote {get; set;}
    //Page Constructor
    public MyCustomPageController(ApexPages.StandardController StandardController) {
        thisQuote = (zqu__Quote__c)StandardController.getRecord();
    }
    
    //Global method to retrieve back button text
    public String BackButtonText {
        get {
            if(BackButtonText == null) BackButtonText = zqu.QuoteWizardManager.getBackButtonText();
            return BackButtonText;
        }
        private set;
    }

    //Global method to retrieve next button text
    public String NextButtonText {
        get {
            if(NextButtonText == null) NextButtonText = zqu.QuoteWizardManager.getNextButtonText();
            return NextButtonText;
        }
        private set;
    }

    //Navigation methods
    public PageReference navigateNext() {
        upsert thisQuote;
        Map<String, String> customUrlParameters = new Map<String, String>{'Id' => thisQuote.Id};
        return zqu.QuoteWizardManager.navigateNext(customUrlParameters);
    }

    public PageReference navigateBack() {
        upsert thisQuote;
        Map<String, String> customUrlParameters = new Map<String, String>{'Id' => thisQuote.Id,
                                                                     'oppId' => thisQuote.zqu__Opportunity__c};
        return zqu.QuoteWizardManager.navigateBack(customUrlParameters);
    }

    //If the user clicks cancel, use global method to delete all quote information and navigate back to the Opportunity page
    public PageReference cancel() {
        return zqu.QuoteWizardManager.cancel('/' + thisQuote.zqu__Opportunity__c);
    }

}

Sample Code: Custom page using QuoteWizardTemplateNoForm

MyCustomPage2.page

This sample code uses the QuoteWizardTemplateNoForm.page template for building custom content after the progress bar.

<apex:page StandardController="zqu__Quote__c" extensions="MyCustomPageController" >

  <!-- QuoteWizardTemplate -->
  <apex:composition template="zqu__QuoteWizardTemplateNoForm" >

    <!-- Define the page body, including form and button bar -->
    <apex:define name="PageBody" >
      <apex:form>

        <apex:PageBlock>

          <apex:pageBlockSection>
            <!-- Custom page content here -->
          </apex:pageBlockSection>

          <!-- Custom button bar -->
          <apex:pageBlockButtons>
            <apex:commandButton action="{!navigateBack}" value="{!BackButtonText}" />
            <apex:commandButton action="{!navigateNext}" value="{!NextButtonText}" />
            <apex:commandButton action="{!cancel}" value="Cancel" />
          </apex:pageBlockButtons>

        </apex:PageBlock>
      </apex:form>
    </apex:define>
  </apex:composition>
</apex:page>