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 6270)

salesForce.com - How Do I Link To the Sold To Price Profile?

This information applies to :

Article ID
6270

Created/Updated
June 22, 2023

Category
salesforce.com

Are you using the most current release of QuoteWerks?
Version 24.0 Build 4
Question:
When initiating a new document from SalesForce.com I want to automatically fill in the Profile field on the Sold To column of the Sold To/Ship To tab.

Answer:
The field SoldToPriceProfile can be added to the URL that was created for use as a custom link based on the formatting being used. This field will allow you to automatically apply a preset Price Profile to the document you are creating in QuoteWerks.

New Search

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