Salesforce Tips: Applying Dynamic Content in Quote Template – Part 2
To be even more dynamic based on the Quote’s information, you may want to utilise the merge field instead. For example:-
Dear Johnny Walker,
It was great meeting you. Please see the following for the pricing details.
Where “Johnny Walker” is the quote’s contact person. Instead of having a custom text field where the quote creator needs to manually type the name, we can utilise a formula field instead to construct the content where we can then include the merge fields through the formula.
In the example above, we can have a formula field that displays the greeting portion and a separate custom text field to allow a user to construct the quote introductory content. These fields can then be included in the quote template too!