If you’ve enabled Quotes within Salesforce, you can create a page of content in Octiv for each quote, and your document recipient can accept each of these content pages individually. This means you can quickly generate documents with multiple price points or packages—and your client can choose the option he or she wants.

You use this feature by creating a page in your Asset library that is filled with all of the relevant content and variables from Salesforce to build out your quote page. This content page acts as a template for each Quote and is created as separate pages of content for each Quote that lives on the launching object from which you create your document.

For example, if you have three pricing options on your Opportunity, you can create three Quotes on the Opportunity in Salesforce, each with its own pricing structure, line items, and so on. When you create an Octiv document off of that Opportunity, you will see three new pages created from the content page template that display all of the variables and line items from each quote.

Note: You must be a system administrator to configure quotes.

Mapping Quote Fields

When mapping the fields that you want to use in your quote page, choose Quote as your launching object and map all of your fields (Quote fields, Quote Line Item fields, etc.) off of that.

Creating Quote Pages

Follow these steps to build a quote page template:

  1. Go to Assets
  2. Click +Add New button
  3. Click Content
  4. Add the content for your quote page.
    • Add static content – text, images, links, etc.
    • Add dynamic Salesforce contenta. Insert Quote variables within {{double curly brackets}}b. Insert Quote Line Item variables within [square brackets] and use the appropriate data-source. In most cases, this involves creating an auto-genereated table
  5. Name your quote page. Naming a quote page is one of the few scenarios in which you can use variables in the title of the page. Child object variables are often included in a page’s name to differentiate the pages.
    • Determine the field in Salesforce that will name your page. This must be a field on the Quote object
    • Make sure the field is mapped in the Salesforce Integration page
    • Copy and paste the API name of the field into your quote page title surrounded by {{double curly brackets}}

For example, if your Quote name variable was Name, you could name your page Quote Option – {{Name}} or just {{Name}}. In the latter example, if you had two Quotes with the names of Pricing Set A and Pricing Set B, the quote pages in your generated document would be named Pricing Set A and Pricing Set B, respectively.

Configuring Quote Pages

Determine where and how your quote pages land in your documents. Quote pages are configured within the Salesforce Integration settings in Octiv. Follow these steps:

  1. From your user dropdown in the top right corner, go to Administration => Integrations => Salesforce => Edit
  2. Scroll down to Manage Features and click on the Quote Settings tab
  3. From the Quote Settings menu, check Create Quote Pages to turn on this feature
  4. Fill out the Quote Section Title field. This names the section within your Octiv document where you want your quote pages to land
    • If you type in the name of a current section of your template, the generated quote pages will be added to that section
    • If you type a new section name, this section will be added at the end of your generated document
  5. Choose a Quote Template. Select the Asset page you created in the Creating Quote Pages section
  6. (Optional) Define a page include filter. This filter lets you include only pages for Quotes that meet the filter criteria. You might set a filter where a quote page is only included if the Quote has a value greater than $10,000Example syntax: Amount >= 10000
  7. Click Sync Accepted Quote if you want the accepted Quote to be automatically synced with your Opportunity. This feature pushes client selections within the document back to Salesforce
  8. (Optional) Assign your Octiv Document a value based on a field on the accepted Quote
  9. Select your document template from the list on the right. You can select multiple templates by Ctrl+clicking the templates you want to use
  10. Click Save

Mapping Templates

Quote Pages only work when template mapping is enabled for the template you chose in step 9 above. Reference the article or video for more information on how to do this.

Launching your Document

Once all the above steps have been completed, create a document from an Opportunity within Salesforce. If everything was configured correctly, your generated document will contain a page for every Quote on your Opportunity and each page will be populated with the content and data you defined in your Asset page template.

Note: In order to refresh variables on Quote pages, you must click the dropdown on the Refresh Variables button and select Refresh Variables and CRM Pages. This will pull in any updates you have made to your Quotes in Salesforce.

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