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How to include opportunity fields on quote pdf or word attachment

Hi Team,

 

I am new to zuora for salesforce.

 

Actually i have a field in opportunity page called comments.But my requirement when any user generate pdf or word to a particular quote.I need to include comments field on the attchement from the corresponding opportunity object related to the quote.

 

Please let me know the way to achieve this  because i didn't found any settings in sfdc itself directly.

3 REPLIES 3
Support SME

Re: How to include opportunity fields on quote pdf or word attachment

Hi @pavanteja,

 

Please have a look at the following Knowledge Centre article which shows you which fields from the Opportunity are supported as Mergefields and let me know if that helps:

 

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

 

 






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Tutor

Re: How to include opportunity fields on quote pdf or word attachment

Thanks but i have acustom field in opportunity level.I create a workflow in Zuora quote object.Everything working fine.

 

But how to include above field in pdf page.

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Zuora Staff

Re: How to include opportunity fields on quote pdf or word attachment

@pavanteja You should be able to create a merge field for the Opportunity object in the following format: Opportunity.CustomFieldAPIName__c. Please see the below link on how to add custom fields to the quote template.

 

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

 

Thank you,

Shawn