Salesforce Price Books

Do you use our Salesforce integration and  Salesforce Price Books? Within 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 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 with your Opportunity line items.

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