Sunday 11 March 2018

Merge Fields in CPQ Quote Terms

Merge fields are available on Quote terms , this can be used if couple of properties that needs to be displayed dynamically in quote terms.

If data is coming from CPQ Quote, then
{!quote.SBQQ__MyProperty__c}



This is a wrong format
{!SBQQ__quote_c.SBQQ__MyProperty__c}


Apart from quote , template , primaryContact, salesRep are also available.(They are case sensitive)


  • {!quote.SBQQ__MyProperty__c}
  • {!primaryContact.Name}
  • {!salesRep.Name}
  • {!template.MyProperty__c}



So in order to access primary contact on quote, this format also doesn't work

{!Quote.primaryContact.Name}

If you need to use Static Variables, the format is
 {!Text.YourVariableName}

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