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How to display custom quote fields on quote template

Problem:

 

I want to display the invoice owner and invoice owner address on a printed quote. I am using word for Mac and not having luck using the merge fields. How do I properly set up my merge fields on the quote template to display the field values?

Quote Template being used: test, template ID 2c92c0f96b4f8a98016b68dd6eexxxxx

Fields to display on quote:
Invoice Owner, API name zqu__InvoiceOwnerName__c
Invoice Owner Address 2, API name Invoice_Owner_Address_2__c

 

Solution:

After analyzing the quote template and found that there is no object specified in the fields from the quote object.

 

zqu__InvoiceOwnerName__c
Invoice_Owner_Address_2__c


Since the fields are related to Quote object, we need to specify the mergefields as below format:

Quote.InvoiceOwnerName

Quote.Invoice_Owner_Address_2__c

 Once correct merge fields are used, the quote template is populated with the requested fields.






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