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QuoteWerks Knowledgebase Topic (Article ID 6270)

salesForce.com - How Do I Link To the Sold To Price Profile?

This information applies to :

Article ID
6270

Created/Updated
June 22, 2023

Category
salesforce.com

Are you using the most current release of QuoteWerks?
Version 24.0 Build 2
Question:
When initiating a new document from SalesForce.com I want to automatically fill in the Profile field on the Sold To column of the Sold To/Ship To tab.

Answer:
The field SoldToPriceProfile can be added to the URL that was created for use as a custom link based on the formatting being used. This field will allow you to automatically apply a preset Price Profile to the document you are creating in QuoteWerks.

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