Salesforce Price Books

Do you use our Salesforce integration and  Salesforce Price Books? Within our integration you'll be able to automatically pull in Price Books items into your Quote Blocks.

Pulling in items

Pulling in your items from a Price Book is straightforward. Once you've created your template with your tokens, you'll add in 1 more token.

Add a fixed price line item and your description should be {{products}} . That's it. You'll only need one item and when your Qwilr Page is being generated we'll replace that line item by your Opportunity line items.