By design, if the Quote has an Opportunity(zqu__Opportunity__c) associated, the "Generate Pdf" button will attach the Quote Pdf to the Opportunity when the setting "Attach Quote Pdf/Doc" is enabled in Zuora Config ->Quote Configuration Settings
If there is no Opportunity associated to the Quote, the "Generate PDF" will attach Quote Pdf directly to the Quote
Could you please validate the same behavior in your Org?
One option to get the Quote Pdf attach to the Quote directly is to ensure that the Quote created does not have any Opportunity associated i.equotes created by clicking Opportunity ->New Quote button
Alternatively, If you would not wish to the have the Quote Pdf generated attached to an Opportunity, disable the "Attach Quote Pdf/Doc" setting in Zuora Config ->Quote Configuration Settings and the "Generate Pdf" button will directly open the Quote Pdf
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Hi @Retreever, Sorry for the inconvenience . This is Doyeli and I actaully responded back to you from the Ticket.
As I mentioned, I reviewed your example Quote that was a Renewal Quote, where a product was removed as part of this renewal.
I reviewed the Quote template that is used for this Quote to generate PDF. I downloaded this Template from your Zuora tenant and reviewed the merge fields being used for Seats, and Price Per Billing Period sections. These mergefields are taken from QuoteRatePlanCharge Object
Since this is a remove product Renewal Quote, there was no Quote rate Plan charge records created for this, hence the above two merge fields did not display any value
I see you responded back "the issue is not with the record in Salesforce but the PDF document".
Please note that the PDF document will display/generate the values from the actual record itself.
In this case , the way your template is created, it will display the values of " Quantity" and "EffectivePrice" fields from QuoteRatePlanCharge object.
But, for this specific Quote which is just a remove product amendment, NO Quote rate plan charge record is created, hence the field values on the PDF are blank.
Let's please communicare thru the Ticket and I wil update the thread here when the Ticket is resolved
Thank you @feisley very much for your help
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