WeDid: The Default Quote Template Alternative

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Challenges

The customer would like to have more flexibility in designing the quote template (i.e. more control over the content style, page break, etc.) which meets their requirement.

 

Solution:

  • An easy one click button from Quote record to display a PDF rendered Quote in the format that meets the customer’s requirement
  • Capability to send email to contact with the PDF Quote attached

Related Objects Standard Quote Object
Components Apex Trigger
Complexity Simple

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