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.

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