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Add Custom Objects in Quote Templates


Add Custom Objects in Quote Templates

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}