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Custom Quote Sync (Unmanaged)
Quote Sync
- Business Need
- Quotes & Orders
This app allows you to configure custom fields mapping between Opportunity and Quote, and custom fields on OpportunityLineItem and QuoteLineItem. The mapped fields will be synchronized automatically similar to the standard Quote Sync process.
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Showing 10 of 34 Reviews
Updating the version of Apex classes
We received a notification from Salesforce recommending that we update the API version of our Apex classes to 45 or higher. However, our managed package still uses API version 23 and we cannot manually update it. Even when installing the package in a sandbox, the classes remain at version 23. Could you please guide us on how to proceed in this situation or if there is a plan to update the version of the classes used in the package?
Works great!
The recent reviews had me delaying to install, but I read the listing in detail many times and the post-install config and saw it was Lightning Ready. It works great, just as expected!
Sync not working properly
I followed the guide and created the fields on the corresponding objetcs. When I create a Quote the Sync is fine, however if I try to change one of the fields that has been mapped in the Opportunity, and I activate the Sync in the Quote I got an error and the sync simply does not work, thus preventing the Quote from being updated. Does Anyone got a solution/ a contact for the support?
Unable to sync data
Installed this app and followed the documentation for configuration everything fine but still I am unable to sync data, app is not working as expected. Actually I have a requirement involving syncing picklist values between Opportunity Line Item and Quote Line Item objects. Specifically, I need to ensure that the values from the picklist fields "Class," "Length," and "Type" on Opportunity Line Item are automatically copied to the corresponding fields on Quote Line Item, but only when the Opportunity has a record type of "Test." Could anyone guide me on the best approach to achieve this synchronization? Here are a few additional details: - The fields "Class," "Length," and "Type" are picklist fields on both the Opportunity Line Item and Quote Line Item objects. - This synchronization needs to happen only when the Opportunity record type is "Test." Please let me know how it can be achieved, your help would be appreciated.
does this app work in professional edition?
Looks like a fit but does not list PE as a supported version. If not, any recommendations would be appreciated.
Used on all non CPQ projects
This helps tremendously to create the "twin fielding" functionality without using Salesforce CPQ. Often times I would have clients that weren't operationally ready for CPQ but needed an entry level quoting solution. This helped me implement standard Salesforce quotes and twin important values to opp products.
Hi Bill, it seems there is no support so my question is how do you get this to work in Lightning or does it? I used in Classic and it was great. I have 3 fields on Opp Products that I need to be on Quote Products. Your expertise would be great as others are having issues as well. thank you, Kim
Great App that adds much needed functionality to Standard Quote Syncing
We've been using this App for 6 months and the features are great and work as expected. Our main issue with standard Quote syncing was that it didn't allow for term length for each QuoteLineItem and OpportunityLineItem so stay in sync. By adding a few custom fields and implementing this App we've saved ourselves a lot of time and resources. Thank you!
Will this still work after Summer 23 Release?
As some apex classes of this Package run on API Version 25 I am wondering whether this app will still work when there is the API deprecation of Version 7 to 30 with the Summer 23 release. I am not developer whatsoever so I am curious.
SF Classic works great but problems in LIGHTNING
We have had this APP installed for many years and everything synched fine (Custom fields on Quotes and QLI mapped to OPPs and OPP Products) Now we have noticed that when switching to LIGHTNING Experience, the synching of those same custom fields does not work! Has anyone noticed the same issue? Or is there a difference on how to map the fields in lightning? Any help is appreciated - or does someone know how to contact the provider Salesforce Labs?Thanks!
IsSyncing Checkbox on Quote - Not Checked
The quote is properly syncing with the opportunity with all custom fields mention in the custom setting but the checkbox on quote remains unchecked. If anyone faced a similar issue, then please help me out with your suggestions. Thanks,
I tried updating the API version in sandbox but when validating the change set in production, I encountered errors. Salesforce support were unable to help and it seems there is no way of getting support from here too! How frustrating!!