Question Re: Different PDF forms in one Sales Quote in CRM and CX Q&A

Different PDF forms in one Sales Quote

former_member585227 — Wed, 12 Sep 2018 08:46:20 GMT

Hi,

I have designed and assigned a custom pdf form for sales quotes. This pdf form is called "Cover" and includes details about sales quote.

Customer wants two different pdf forms as cover and items. I have designed another pdf form for items. Do i have a chance to add two different forms in one sales quote ? It only lets me to add one pdf form.

Thanks for your time.

Re: Different PDF forms in one Sales Quote

dhruv_mehta — Wed, 12 Sep 2018 11:47:35 GMT

Hi Gsoy,

Just create two master pages in adobe live cycle and then customer will have two PDF PAGES in one PDF but you can get two PDFs from one Form Template.

Regards,

Dhruvin

Re: Different PDF forms in one Sales Quote

loganathan_p3 — Thu, 13 Sep 2018 02:41:44 GMT

Hi Gsoy G

You can assign different form to sales quote by defining Form Template selection rules accordingly.

Use the below mentioned path and define the rule

Go to Administrator workcenter
Go to Input & Output Management tab
Select Form Template Selection Tab
Select Show rules for as" Sales Quote" and press go
Add row and define your required rules.(Check Adapt column to add some fields as well)
Ex. If Document Type = ZSQ & Customer A, Assign FORM A
Ex. If Document Type = ZSQ & Customer B, Assign FORM B

If this is not fitting your requirement,pls check with your technical team to see the feasibility of doing this in SDK as enhancement.

Regards

Logan

Re: Different PDF forms in one Sales Quote

Former Member — Sat, 02 Feb 2019 16:17:03 GMT

Hi guys,

Thanks for that valuable data.

Do you think the propose solution also can fit in a Rollo Out in which I´m thinking to use the same Document Type for quotation for multiple Sales organizations?

At the beginning, I thought I can create new Document Types for the new Sales Org. but the users refuse to do that since they said there are a lot of background validations and checking with Z developments, so I conclude would be less complicated to re-use the existing docs. for the new Roll Out.

Thanks in advance for the advice.

Best Regards

Re: Different PDF forms in one Sales Quote

JayantSaini — Wed, 06 Feb 2019 06:38:28 GMT

Hi Nicolas,

Yes, you will be able to use the same document type for roll out having different sales org. Just make sure you assign different form templates based on document type & sales org combination.

Thanks,

Jayant

Re: Different PDF forms in one Sales Quote

Former Member — Mon, 25 Feb 2019 21:37:02 GMT

Many thanks for the reply Jayant.

Best Regards