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Quote PDF To Display Different Cost Labels Based on Price Level Field
Hello, Below is a snap shot of our quote UI where we select the quote price level and where the cost/total fields appear. Here are the different price levels to be selected in the quote price level dropdown. This is the quote price level id. We currently have five different quote price levels to select in this field. Here…
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Select Two Price Levels on Quote
Hello, When we create a quote we currently select a "quote price type" then the corresponding "price level" at the item line level. For example, below we selected quote price type = Project. This means at the line item level we can only select "project" price levels. In this case we selected Project 12, and the cost and…
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Add Field That Is Sourced From The First Line Item Of Quote
Hello, In our quotes we have a field called Price Level (shown below), that is always populated at the line item level of our quotes. Each item will have the same price level. I want to create a custom field that will pull the price level from the first line item of the quote. Then potentially insert that field into the…
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Copy Existing Quote to New Quote Form
Hello, We are in the process of cleaning up our open quotes. We have quotes in NS using an old quote form as well as an updated new form. The old form below has one field for the project location/address. The new form below has many fields to break out the address. So now we have quotes with the address in one field and…
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How to Hide/Show a different fields depending on a condition in Advanced HTML Templates?
Hello, We currently use two different quote forms based on the business type. The business types are below: Appliance = record.cseg_appf_business.id == '1' Installation = record.cseg_appf_business.id == '2' The appliance quote form has a "project name" field (field id = title) The install quote form has a "PO" field (field…
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Is it possible everytime a quote/estimate is updated it auto updates sales order?
Our account managers are regularly making changes to quotations/estimates post raising a sales order. At the moment, they are having to close a sales order, re raise sales orders every time they make a change. Every time a change is made to an estimate can it automatically update the sales order to reflect the changes?
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Internal Error: Phone number is missing - Request a quote for new customers
Hello, We have this ongoing issue for a few months now. Was working just fine, then suddenly one day this feature stopped working. It is even happening on the Base Theme with no extensions. When an unregistered user tries to submit a quote (using the Request a Quote feature from SC), after filling out the address and…