FAQ
In addition to assigning licenses, users will need to have the appropriate permissions. Review the table below, and then assign the correct permissions. ...
Wed, 20 Nov, 2019 at 9:15 AM
Special Terms is a free-form, rich text field that can be changed on a Quote by Quote Basis.
Standard Special Terms provides an avenue for d...
Thu, 8 Sep, 2016 at 6:03 AM
You have multiple options for displaying "Language" on your Order Schedule/Quote output.
Terms: Selectable on the Quote Level, but languag...
Sat, 3 Sep, 2016 at 8:16 PM
The term of your automatically generated Future Renewals can be standardized in the Setup page. Under the "Mappings" subtab and the "Transa...
Fri, 27 Dec, 2019 at 6:39 AM
The Order Schedule Template editor automatically queries for image files in your Salesforce "Static Resources". To add a logo, follow these step...
Thu, 8 Sep, 2016 at 6:18 AM
NOTE: The process for the standard vs Enhanced Opp Wizard is different. Please take note below to the two different versions. ENHANCED WIZARD PROCESS...
Thu, 2 May, 2019 at 2:21 PM
Absolutely! To add additional fields on the Quote Creation Screen, follow these steps.
Setup-->Customize-->Quotes-->Field Sets
Create...
Thu, 8 Sep, 2016 at 3:34 PM
Adding your own custom Quote fields to a cloned quote upon cloning is as simple as creating a "Field Set" and creating a new Button on the Qu...
Wed, 21 Sep, 2016 at 1:54 PM
If you receive the error message "Invalid Record Type" while using the "Book Order" Button, you need to make sure the user trying to B...
Mon, 26 Sep, 2016 at 7:47 PM
Absolutely! To add additional fields on the Quote Line Entry Screen, follow these steps. (To add fields for admins only, see this article.) Setup-->...
Thu, 3 Jan, 2019 at 9:23 AM