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How do I customize my Quote template?

Question or Problem Statement:
I would like to add a merge field into my quote template.For example, I would like to add QuoteRatePlanCharge.Discount. How do I do it?






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1 REPLY 1
Support SME
Support SME

Re: How do I customize my Quote template?

Solution:
a).To review the the doc - Supported Merge Fields for Quote Templates, you should be able to see if your field is supported or not.
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/D...

If it is supported, then follow the below:
1).Copy and paste a merge field from your quote template to the target table, you would edit this field shortly.


2).Copy the field, for example, QuoteRatePlanCharge.Discount from that doc.

 

1.png


3).Right click on the pasted existing field in your quote template then Edit.

 

2.png


4).Paste QuoteRatePlanCharge.Discount into the Field Name

 

3.png

b).If the field is not supported, you can try to add a custom field. Please verify if your custom field works in your SFDC(it has a value), if it works, then you can add it into your quote template.
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/D...

Supporting References:
https://knowledgecenter.zuora.com/CA_Commerce/C_Zuora_Quotes/G_Zuora_Quotes_Configuration_Settings/D...






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