Salesforce Price Books

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

Note: The Salesforce integration is available only on our Enterprise plan.

Pulling in items

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

Step 1. Add a fixed cost line item to your quote.

Step 2. Open the token list, and drag and drop the Products token to the description field. That's it - you'll only need one token. When your Qwilr Page is being generated, we'll replace that it with your Price Book line items.

You can use other tokens in the Quote Block, but not in the same field where you've placed the Products token.

Note: If you've applied a discount to an item in your Price Book, that discount will pull in along with the line item to the Quote Block.

Still need help? Contact Us Contact Us