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Price Code From HTML Template in Search Results

edited Jul 4, 2025 6:58AM in Ask A Guru 12 comments

Hello,

I have a saved search pulling quotes named

Roth Open Appliance Quotes - CRM

This is the search criteria

We also have a custom price code that appears in the quote PDF/HTML template. I believe this is the code.

The code pulls the price level from the quote form, line level

And generates a price code on the lower right of the PDF

I am wondering if its possible to somehow add this price code as a column to my quote saved search results.

I appreciate any help!

Thanks!

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