Use Quotes in Salesforce CPQ to pass fields and quote line items into your documents

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mike turke

• September 10, 2021 16:23
• Edited

1. Click the Gear in the upper right and choose ‘Edit Page”

• Scroll down on the left to Custom-Managed packages and drag in the PandaDoc lightning component to your page layout.
• Click "Save" and "Activation" in the top right

 

2. Go to PandaDoc setup within Salesforce and scroll down to Object Customization Settings

• Click the green PandaDoc Quick Setup button and search for the Quote object. You may see two Quote options. The correct Quote will have the SBQQ__Quote__c object name.
• After adding the Quote object click Setup to the right under actions.
• In the Pricing Items Related List begin searching Quote and select Quote Lines(SBQQ__LineItems__r) to pass in your line items. You will then be prompted to set up the pricing mapping

 

Click to set up the price mapping and map your Quote line item fields to the corresponding PandaDoc pricing table fields:

You can also follow the same steps to pass Quote line groups instead of line items.

When you create a document from a template that has a pricing table you will now see those line items pass through:

        

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  Alex Lee

  • November 08, 2023 00:26

  Is it possible to pass a quote line group from Salesforce into PD?  Looking to keep the same groupings from SFDC CPQ, and bring that over to PD.  Right now its all clumped into 1 list.

   

   

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  Christopher Ragland

  • November 08, 2023 16:29

  Hello Alex,

  Thank you for your comment. I am looking into this and will follow-up as soon as possible. I appreciate your patience here.

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  Christopher Ragland

  • November 08, 2023 17:15

  Hello Alex,

  Thank you for your patience. You'll want to follow these steps within 'PandaDoc Setup' to enable quote line groups:

  

  

  Let us know if you need anything else. Thank you for choosing PandaDoc.

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  Alex Lee

  • November 08, 2023 17:37

  Thanks for the response Christopher.
  
  I've have completed those configurations, but still no luck.  The pricing table continues to pull everything into one blob.  Is there some kind of configuration I'm missing on the template end?
  
  Also, i don't see a way to get back to the price item mappings config page.  Is there an alternative way to get back to that?  It was there on the inital setup, but not anymore.
  
  
  
  

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  Christopher Ragland

  • November 08, 2023 21:43

  Hello Alex,

  I am going to dig further into this and will get back to you tomorrow or Friday. Thank you for your patience. 

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  Christopher Ragland

  • November 10, 2023 16:11

  Hi Alex, 

  Thank you for your patience here. I am working on this with one of our Salesforce experts. If I don't have a response for you by the end of the day today, I will be following up early next week. 

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