Add Custom Objects in Quote Templates

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You can add custom objects to your quote template and have them displayed in quote PDF and Word documents. The custom object must exist in Salesforce and must be linked to one of the following standard objects by a lookup field:

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

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

{MERGEFIELD StandardObjectName.LookupFieldName.FieldName ...}

For example, if a custom object, zqu__ProductRatePlanCharge__c, is linked to the Charge object by a lookup field also called zqu__ProductRatePlanCharge__c , to display the Name field of the zqu__ProductRatePlanCharge__c object, the merge field code should be specified as:

{MERGEFIELD Charge.zqu__ProductRatePlanCharge__c.Name \* MERGEFORMAT}