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Add Custom Objects fields in Quote Templates

Example to show how to add the Custom Objects fields in Quote Templates

 

 



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Zuora Support

Re: Add Custom Objects fields in Quote Templates

Solution - Please find below the steps to add the custom object fields to your quote template. I followed the below KC document to get this to work. 

Add Custom Object in Quote Templates

 

  1. I created a custom object named "Minimum Commit" and created just one custom field "OppName" with the text data type on it for testing purpose. Please see below-
    Minimum Commit Object.png

  2. Then I created a custom lookup field on the Opportunity Object with a lookup to "Minimum Commit" as shown below.
    Opportunity.png

  3. Please find below one of the record that I have added to "Minimum Commit".
    MinCommData.png

  4.  And then I added the MergeField to the Quote template as shown below-
    MergeField.png

  5. And after all these steps I could fetch the data from the custom Object on my Quote template.

 




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