Salesforce Price Books
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.