Happy Business Starts Here

Keep the same Quote template Id after modification like the invoice template

Today each time we uodate the Quote template, Zuora genrates a new id. In the SFDC prod we don't have always the opportunity (right) to update it, so e have to wait the next project release just to update the ID...

 

1 Comment
Guru

This would be an awesome addition. The ability to edit (aka replace) a template and preserve the ID rather than always having to replace it with a new one. Makes templates referenced from custom code consistent.

 

It also allows for faster development with less clutter (i.e. just keep replacing your dev template rather than having quote.dev.1, quote.dev.2, etc, etc). I have been tweaking templates before and end up having to clean up 30+ old versions as I go.