Quote Templates (also referred to as quote item templates) enable rapid creation of complex quotes and product bundles with multiple items and add-ons. This is accomplished by using the Add From Template quote action.
They are distinct from PDF Templates, which control the visual layout and presentation of a quote (e.g., pages, logos, signature sections). Quote templates, by contrast, define the line items, add-ons, and quantities included in a quote.
Examples of quote templates include:
- A Hosted SQL Server bundle including the Base License, User Seats, Express Installation, Priority Support and more.
- A VoIP Service consisting of SIP trunks, DIDs, hunt groups, hardware and more.
| Important | Quote templates are generally prepared by the product management team as part of product planning — the end-users do not need to design their own templates. |
The following applies to quote templates:
- Templates represent lists of new line items, not full quotes.
- They can be used to populate a blank quote or be appended to an existing quote.
- Templates can only contain New line item types.
Accessing Quote Templates
To access quote templates, go to:
App Launcher → Quote Item Templates
They are also available as a menu item in the Nextian Product Management app:
App Launcher → Nextian Product Management → Quote Item Templates
Quote Template Object and Fields
Templates are stored in the Quote_Item_Template__c object:
| Field | Description |
|---|---|
| Name | User assigned template name (the name does not have to be unique). |
| Active | Checked if template is active. Only active templates can be selected when building quotes. By default, new templates are inactive. Invalid templates (see below) cannot be activated. |
| Is Valid | Auto-calculated flag, checked if the template is valid: all required fields are provided, XML for the template definition is provided and is valid. |
| Line Item Count | Auto-calculated, total number of quote items in the template (including add-ons). |
| Description | Optional, user-provided description of the template. |
| Quote Item Template Definition | Element structure definition in XML. XML is best generated using Update From Quote action which will create a template based on an existing quote. |
