Milo Massimo

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@andrewmacaulay240 26 күн бұрын

Fantastic! 100% what I was looking for. Perfect tutorial. Love you videos!

@KalyanV-i9x 9 ай бұрын

Hi,how to add product groups in a single table in cpq quote temaplate

@KalyanV-i9x 9 ай бұрын

Hi, how to add product groups in a single table in cpq quote temaplate

@KalyanV-i9x 9 ай бұрын

Hi mam ,can Line item be ignored when amount is zero in CPQ quote template in salesforce , how to achieve this functionality by product rule or price rule

@neatdesign78 11 ай бұрын

"Is it possible to use this method in the Salescloud Quote object?"

@SalesforceSolutionsBuilder Жыл бұрын

This video was so helpful. Thanks for continuing to create these videos, they have helped me a lot!

@MarcoDuravia-hj6xw Жыл бұрын

Great videos! But if I have one custom footer the page number didn't appear. It's normal?

@pratikshajadhav2579 Жыл бұрын

Thank-you so much for this informative video that briefly covers all the points on the Quote Template that is related to Images and Watermark. The content is really well organized and explained in the simplest way within sort duration of time, Just PERFECT!!!! thankyou!!!

@naveenkumar-pm6vh Жыл бұрын

In the quote line editor the uplift is locked for mdq product..how to enable it.

@FelipePradines Жыл бұрын

GREAT VIDEO!

@paneerselvam-z4c Жыл бұрын

Hi there, I am trying to create assets since my order products have no subscriptions. So they are supposed to end up in creating assets instead of subscriptions. which is not happening. Can you tell me if there are any mandatory fields that needs to be filled.

@taterrhead Жыл бұрын

I thought the formula had to return true/false in order to be used in ConditionalPrintField__C?

@doriansp639 Жыл бұрын

<table align="right" border="1" cellpadding="3" cellspacing="1" style="width: 100px;"> <tbody> <tr> <td style="padding: 3px;"> <p style="text-align: right;"><strong>Grand Total: </strong></p> </td> <td style="width: 15%; border: thin solid black; padding: 3px;"> <p style-=""><strong>{!quote.SBQQ__ListAmount_ c}</strong></p> </td> </tr> </tbody> </table>

@3071-f6i Жыл бұрын

Hi for some reason. The logo isn’t pulling over still. I used a small logo and used classic to get the id and I put it in the same folder u recommended, and used the external checkbox and put it in the field. Any thoughts?

@Aman-fz5sj Жыл бұрын

How to add subtotal in quote template , when we group by products by family?

@veed3 2 жыл бұрын

hey Cristina, great video, thanks! Do you also have a tutorial on how to setup a smart form in SFMC where I can capture the product color and quantity for users ordering from an email? Saw this email where you can click +/- , select color then click order right from the email newsletter but I'm not sure how is it done... I don't think is ampscript but some sort of a smart form.

@Arunkumar-Dandothi 2 жыл бұрын

Greate Video. Can I get the designed email template because I have the very similar requirement that needs to be done. Thansk.

@Vlad-yj2ny 2 жыл бұрын

Christina, Good afternoon. Could you please tell me how you display the link in Template Content type HTML ? Because I have encountered a problem, if I insert the tag <a> then I get an error. Can you tell me please, i will be very grateful to you.

@prees2509 2 жыл бұрын

can we make changes in the existing lines in a quote at once , say support level or date change or discount change, instead at line level

@edgargutierrez9515 2 жыл бұрын

Hello, thanks for the videos on CPQ, these are GOLD!! Would like to ask a question, is there a way to do this conditionally? For example if net total = 0 for Renewal quotes hide the columns, or you just can hide the entire column?

@Bikeatoa 2 жыл бұрын

Thanks so much!

@kathlynmaevillafuerte5483 2 жыл бұрын

thank you

@sulit2003 2 жыл бұрын

Hello, Milo, what if you just want to show the One off installation fee for the 36 months, would you remove the quantity for year's 1,2 and 3 to 0?

@brendandodgson9910 2 жыл бұрын

What happens to the original subscription & contract records after the renewal opportunity is closed won? Are they updated or are new records created? TIA

@emilystephens17 2 жыл бұрын

After hunting through the help documentation (which failed to mention that the Document tab is in CLASSIC), I finally was able to get an answer! Thank you!!

@telugufxtradervip 3 жыл бұрын

Hi how to display sub total, Tax , total (Sub total+ Tax ) ? please help me

@josegsaravia 3 жыл бұрын

Great video. Is there an alternative way to accomplish this? I’m looking to recreate similar functionality in a new org from an old org that does this without using the grouping on section records.

@josegsaravia 3 жыл бұрын

I actually figured this out. A formula reference was created on Quote Line object that stated the Feature value on each Quote Line Record. Then filter field is utilized on Template Section to break up the tables. WOOT

@swatimalhotra567 3 жыл бұрын

Can you share the HTML code used?

@ginakalamaris6320 3 жыл бұрын

Hi Milo! Love your videos, very helpful! Question....how do I exclude a specific product's discount from showing up on an output document.

@satyasiva1662 3 жыл бұрын

I am unable to create order when I check the Quote 'ordered' programatically. Can some one let me know the issue, please?

@manov32 3 жыл бұрын

Great videos! A lot of helpful information!

@danielmartin9550 3 жыл бұрын

Short and to the point, had I been stuck with the Salesforce documentation I would have never found out that I needed to be in Salesforce Classic to access the Document tab

@jaypatel8134 3 жыл бұрын

Hello Milo, Is it possible to apply an uplift to the 2nd year price... and a 3rd year uplift of certain % over 2nd years next price... e.g. 1 - 100, 2 - 105, 3 - 107.5 and so on... Is it possible to modify the list price for subsequent years to apply yearly uplift on the last years price...

@milomassimo6835 3 жыл бұрын

Hi Jay! Thank you for your question. Uplift is applied as a % against the previous year's price: the resulting price is entered into the Regular Price field on top of Special or Contracted Prices and Uplifts compound year after year. So, if we have a product with a list price of 100 and the uplift for year 2 is 5%, then the net price for year 2 would be 105. Then, if the uplift for year 3 is 7.5%, then the resulting net unit price is 112.88 (7.5% applied against the price of year 2).

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