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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.
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Hi martin,
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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