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Savvy Scholar

How do I display my login user name in Quote Template?

I want to display information such as worker's name, job title, department, etc. in the template of the estimate.
Is there a Merge Fields that can refer to this information?

2 REPLIES 2
Zuora Support Moderator

Re: How do I display my login user name in Quote Template?

the quote template supports SAccount.Owner.Username and SOpportunity.Owner.Username. Reference 'Supported Merge Fields for Quote Templates': https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/CB_Zuora_Quotes_Configuration_Settings/...

 

I am afraid we cannot display login user name in the quote template. 

Regards,
Yong Xiang | yxiang@zuora.com
Application Support Engineer | Zuora Inc.


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Savvy Scholar

Re: How do I display my login user name in Quote Template?

thank you for confirmation and support regards.