We created a VisualForce Page that generates a quote pdf. But while emailing to contact, we need to save it in the local system and then to attach with the Opportunity.
But is there anyway to automatically attach the quote pdf in the Opportunity.
We created a VisualForce Page that generates a quote pdf. But while emailing to contact, we need to save it in the local system and then to attach with the Opportunity.
But is there anyway to automatically attach the quote pdf in the Opportunity.
I'm working on a VF email template and trying to output a couple related objects.
I want the recipient to be a Contact and I want to output variables from a "Buyer_Listing__c", and "Business_c" object, both of which are related lists for contact via a lookup field.
I also want to output a "Buyer_Listing_Categories__c" object that is master-detail with "Buyer_Listing__c" of that contact. Does anyone know how to accomplish this?
I looked around and found some suggestions but haven't gotten it to work:
Using apex:repeat seems like a really rough workaround, the other option is to change relatedToType = "Buyer_Listing_Categories__c", but then I can't find a way to get the "Business__c" object data.
I have come accross this problem a few times and still can't find a satisfactory solution. The issue is related to products. So I thought someone out htere must have also encountered it as it is a common structure that many companies would take to their products.
I would like to bundle products so that when you select a product you then have a choice of selecting the breeakdown/makup of that product. I need products and sub-products.
For example a single opp can be made up of the following main products and sub products, each requires a price associated with it;
Each opportunity can have several main products/ (packages/ bundles )
Blue Solution 100 (main product/ (package/ bundle ))
Training 20 (sub product)
Software 40 (sub product)
hardware 40 (sub product)
Red Solution 80 (main product/ (package/ bundle ))
Training 25 (sub product)
Software 30 (sub product)
hardware 25 (sub product)
I can't seem to achieve this so we have decided to have each segment listed as a product. For example the pricebook will no longer contain just Blue Solution, Red Solution it will have
Blue Solution Training
Blue Solution Software
Blue Solution harware
Red Solution Training
Red Solution Software
Red Solution harware
and the sales rep picks these for each sale.
That is all fine until you try to report on the number of blue solutions sold in a month or year. Instead of getting the quantity of 5 blue solutions (no.of opportunities) you get 15 as it counts the number of line items (opportunity and product report required).
I have created a multi-picklist in the main opportunity so as to record what was sold, red solution;blue solution however a report will summarise by the combinations of those chosen and not by individual values in the picklist.
I would be so grateful if anyone has any ideas on how to tackle this issue. I know so many companies out there do not simply sell straight forward products, they sell packages, so how do they deal with this?
I see the app exchange has a package called product bundles, but it doesn't really tackle the problem I am having.
I want to create a visualforce email template which displays the cost of various support contracts. Something to the effect of:
Total Cost: 10,000.
Basic Package (5%) = $500
Premier Package (10%) = $1000
Contract Expiration Date: 8/1/2010
I have fields in our Account object for the total cost and the expiration date. The basic and premier package costs are calculated by multiplying a percentage (either 5% or 10%) x Total Cost.
Most of the documentation i've seen for the visualforce pages use custom controllers which are defined by <apex:page controller="somecontroller"> syntax. But, when creating an email template this syntax is different.
Here is what i have currently:
<messaging:emailTemplate subject="test" recipientType="Contact" relatedToType="Account"> <messaging:plainTextEmailBody > Account Name: {!relatedTo.Name}</br> Expiration Date: {!relatedTo.Support_Contract_Expiration__c}<br/> Total System Cost: {!relatedTo.Support_Contract_Basis__c}<br/> </messaging:plainTextEmailBody> </messaging:emailTemplate>
Using the "__c" I found i was able to access the custom fields in the account object which contain the expiration date and the total cost.
Questions:
* Is it possible to do simple multiplication in visual force w/o creating a custom apex component.
* If no, I'm not sure how to create a custom apex class or controller and pass the account details to it in order to then create get methods for the basic cost and premier cost.
Does anyone know of a way to automatically select a default email template and email from address for a case? Our users are still have to do a lot of clicks and sometimes forget to use the email-to-case address.
My company has a number of prodcts sold in "bundles". That is, they contain several products sold together. I'd like to include these bundles in my standard pricebook with the underlying products represented.
For instand, Bundle A includes Products 1, 5 and 8. How do I create a pricebook entry where I select Bundle A, and add products 1, 5 and 8? Is it possible?
