407-248-1481
QuoteWerks Turkey Logo - QuoteWerks Sales Quoting and Proposal Software - CPQ that integrates with leading CRM, PSA, and Accounting Solutions (ConnectWise, Autotask, QuickBooks, salesforce.com and more)
Request a Demo
Customer Area

QuoteWerks Knowledgebase Topic (Article ID 5991)

New Document From Salesforce as a Template

This information applies to :

Article ID
5991

Created/Updated
May 21, 2008

Category
salesforce.com

Are you using the most current release of QuoteWerks?
Version 24.0 Build 4
Question:

How Do I create a Link in Salesforce to create a new document in QuoteWerks as a Template?


Solution:

http://localhost:1002/newfromtemplate?source=salesforce.com&context=opportunity&SoldToCMOpportunityRecID={!Opportunity_ID}&DocName={!Opportunity_Name}&SoldToCMAccountNo={!Account_ID}&SoldToCompany={!Account_Name}&SoldToAddress={!Account_BillingAddress}&SoldToCity={!Account_BillingCity}&SoldToState={!Account_BillingState}&SoldToPostalCode={!Account_BillingPostalCode}&SoldToCountry={!Account_BillingCountry}&ShipToCompany={!Account_Name}&ShipToAddress={!Account_ShippingAddress}&ShipToCity={!Account_ShippingCity}&ShipToState={!Account_ShippingState}&ShipToPostalCode={!Account_ShippingPostalCode}&ShipToCountry={!Account_ShippingCountry}&SoldToPhone={!Account_Phone}&SoldToFax={!Account_Fax}&templatename=TemplateName

New Search

  •            
©1993-2024 Aspire Technologies, Inc.
    407-248-1481 (9am-5pm ET M-F)