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Auto-populate Bill To / Sold To contact information for New Quote

Auto-populate Bill To / Sold To contact information for New Quote

Feature Request: Auto-populate Bill To and Sold To contact fields in Salesforce when creating New Quote

Status: under evaluation

Reference Number: DE10671

Business Need: Since Bill To / Sold To contact have been identified at the early stages of the account creation process, these fields are requested to be auto-populate with those details in new Z-Quote VisualForce page and at the same time retain the ability to change these details when needed.

Community Manager
Status changed to: More Feedback Needed
Community Manager
Status changed to: Under Consideration
New Student

I don't want to have to re-create your VF page.


Are there workarounds? Can I set Bill-To and Ship-To based on a contact ID that I specify?




How do you determine who on the account should be bill-to and sold-to?


i.e. if an account has 5 contacts, which one should the quote auto-populate?


In general you would be interested in the Default Value Plugin:



This is used to populate Quote fields programatically. In the example above, it uses the simplistic approach of assigning the first contact on the account to the bill-to and sold-to (this works well if you have many accounts with a single contact)


This logic could be extended to match whichever logic you need for auto-selecting the bill-to / sold-to