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Pintu Francis
Is it possible to add some additional data to Quote template on the fly?
I have a Quote Template where I have set few fields from quoteLineItem, Product etc. to display, but I have a requirement that we should be able to add some details manually to some field, for example, add some more personalised info to description of Product when we generate Quote pdf from an existing template. Is that possible directly? or is there any workaround idea to achieve this?
You can customize the process of generating a quote - have a Visualforce page to show the template with editable fields(like the description you mentioned) and then have a button to generate the PDF.
Yes, that will defenitly work.
I am checking whether there is some workaround to implement this via normal Quote Templates, I have a few templates to be created, not single one, so I think the visualforce way would take much effort right?
Guess that leaves us the VF route to take though it might take some effort.