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Hi community, I need to create a Word template for the entity "Quote" and display in it their products price list. I am not being able to do that since the relation between Quote & Price List is not direct (as far as I know).
1. First I downloaded the Word template after choosing all their relations.
2. I opened the file with Microsoft Word and then I open the "Developer" tab.
3. In the "XML Panel" I don't see the any related stuff to the price list, or the product.
Any suggestions on how to achieve this? Regards.
Quote entity does have direct relationship with pricelist i.e. Quote has a field called pricelist but Quote are not directly related to products. The relatioship with quote goes like this - Quote --> Quote Product --> Product. So you can add quote product record which has reference to product.
I would suggest you try the Out of box template "Quote Summary" as it think this is exactly what you are looking for.
Hope this helps.
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