Who needs CPQ/Product Bundle (kits) license?

– Users who will design bundles, for example product managers, marketing, sales admin

– Users who will add bundles to Opportunity or Quote, for example sales rep, partners, inside sales team

Does Product Bundle support multi-currency and custom Pricebooks?

Yes app supports multi-currency and custom pricebooks. It works just like standard opportunity. A bundle can have single pricebook and currency associated with it. You can quickly create bundles in other currency or pricebook by clicking “iClone” button on a bundle.

How can I mass create bundles and bundle line items?

Product Bundles is 100% force.com native app. You can use Dataloader to mass create bundles and bundle line items. Here are the steps:

  1. Create a file for bundle, with bundle name, long description, short description, price book id (you can get this from Pricebook tab), start and end date (optional), and any other custom field
  2. Insert bundle file to get bundle id from success file
  3. Use dataloader to get Product Id, Name and PricebookEntry Id in csv or excel file
  4. Create a file for bundle line item, with product id, pricebook entry id (from step 3), bundle id (from step 2), sale price, discount, and any other custom field
  5. Insert bundle line item file

How can I mass create volume pricing info?

  1. Create file with below columns
    • Product id (You can use dataloader to get product id and name in csv file)
    • Lower quantity
    • Upper quantity
    • Label
    • Flat rate or Discount. You can provide both
  2. Insert the file
  3. Now you can see volume pricing records under product record

Does Product Bundle support custom fields, validation rules, triggers, etc.?

Product Bundle is 100% force.com native app. You can use standard triggers, validation rules, workflow rules, and page layout to customize the app. It uses FieldSets which makes it very easy to add custom fields on the VisualForce pages.

How do I update pricing for an existing bundle?

There are couple of options:

– Click “Refresh” button on the bundle to get latest pricing and cost of all line items within that bundle. You can also go to “Product Bundle” tab to refresh multiple bundles

– Create hourly or nightly batch job which will automatically update the pricing if product pricing is changed in the

Pricebook. Let us know if you need help creating one.

Best option would be trigger on PricebookEntry, but Salesforce does not support that yet. Please vote for this idea: https://success.salesforce.com/ideaView?id=08730000000XnicAAC

How to set products as Bulk and Tiered and what is difference?

Each product or service can be marked as bulk or tiered using “Volume Pricing” flag on product object.

Bulk pricing calculates the price of a product based on the total quantity ordered. For example, if this is the discount structure –

1-10 discount is 10%

11-20 discount is 20%

21-30 discount is 30%

When you buy 25 products, discount applicable on all 25 products will be 30% flat

Tiered pricing calculates the price of a product using fixed quantity at different pricing levels. When you buy 25 items, first 10 products are at 10% discount, next 10 at 20% & remaining 5 at 30% discount.

In summary, Tiered pricing gives more profitability.

How to display bundles on PDF?

Standard Salesforce PDF does not do a good job of creating professional documents. You may want to look at “Quote PDF” app which has pre-built integration to “Product Bundle” and also DocuSign if you are thinking of e-signature. You can choose to show just the bundle info, show bundle items but hide the pricing or even show unique bundles as one group. Plus tons of other features like – product grouping, page breaks, dynamic columns, t&c, header & footer. Download free trial: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4AsxEAF

How to create bundle-on-the-fly?

Create bundles from existing opportunity or quote in a snap. Just select the line items and click “Create Bundle”, configure them and click save.  Your new bundle is ready to go.

Why “Bundle Name” and “Bundle Items” are not populating from opportunity when creating a quote?

Salesforce does not map any custom fields from opportunity to quote. Please install this free app from Salesforce labs – https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IlfVEAS

Follow the instructions here after you install

On opportunity or quote, how can I show just the bundle and not all bundle items?

Click “Generate Product” button on the bundle and it will create standard product which links back to the bundle, we call it “Bundled Product”. Now add this product just like you would add any other standalone products. Do not forget to add “Bundle Items” to your opportunity and quote page layouts which will make it easy to identify the products it consists of. Please see customization guide if you would like to modify “Bundle Items”.

Can I integrate the app to my finance or ERP system?

You sure can! The app is 100% force.com native. It can piggy back your existing integration with very little modification. Please let us know if you need any help.

Can I add bundles to custom objects?

At this point bundles can only be added to standard Quote, Opportunity, and Order objects. Safe Harbor, in future releases it will support standard Work Order object. Custom object is not in the roadmap yet.

How can I generate report showing all the bundles?

You can see all the bundles (draft, approved, in review) with help of “Bundles with Bundle Line Items” report type

To see popular bundles (ones added to opportunity or quote) in your org., create “Opportunity Line Item” or “Quote Line Item” report and group by “Bundle Name” which is field on line item. In case of “Bundled Product” group by “Generated from Bundle” which is field on product object.

What happens if my trial or subscription expires?

If you do not want the app and its related data, simply uninstall it. Once uninstalled, you will NOT be able restore any Bundles.

For future reference or auditing you may want to keep the app even after it expires. If you plan to do so, we recommend –

– deactivate below workflow rules
conciseBundle_OLI on “Opportunity Product”
conciseBundle_QLI on “Quote Line Item”

– if you have overridden any standard buttons with VF page, please undo those to point to standard Salesforce page
– remove buttons part of managed package from all page layouts

– hide “Bundles” tab

At anytime you can activate your subscription. All your configuration and Bundle info will be retained as-is.

Who needs PDF Generator license?

– User who needs to design the Template

– Users who need to generate PDF

Is PDF Generator Lightning ready?

Yes, PDF Generator is Lightning ready. You can create and send PDF from SF1

Why I do not see any templates when I click "Create PDF" button?

Make sure the template is active. If they are active and you still cannot see them , it might be because “Object” field on template object is not populated with correct values. As of version 1.22, app supports PDF from opportunity record. Hence the template needs to specify the object. It must be set to “Opportunity” or “Quote”.

PDF Object

 

How to group products/services to show them on separate section on PDF

You can easily group products to make it easy for your customers to approve it. Just provide the formula at the section level. You can group based on product or quote line item or opportunity line item field.

SectionGrouping

Further you can aggregate each section too. For example if you need to show total price for “Optional Items”, simply provide aggregate info for “Total Price” field for that section

Aggregate

How to display Date fields without timestamp on PDF?

Simply append “.Date” to date merge field. For example {!CreatedDate}.Date or {!Custom_Date__c}.Date

My Org is multi-currency and it’s showing numbers in 2 currencies, how to fix it ?

Please refer our blog here, which provides all details for Standard and Custom fields formatting for multi-currency scenario because both have different behaviors.

Why my aggregate section is not aligned?

You asked for it, we delivered. You now have greater control over aggregate fields. We recommend modifying current page layout to match below screenshot.

These setting is under Template >> Section >> Columns. You can now change these “Aggregate” fields to match your style.

AggregateFieldsFormatting

 

Why PDFs are not auto generated?

– PDFs are created using Salesforce @future method which may take few seconds to run. Please refresh the page after few seconds. If you still do not see the PDF, please ask your system admin to verify below:

“Remote Site” similar to below screen shot exists. You can go to Setup >> Security Controls >> Remote Site Settings to create one. Replace site URL with your Salesforce instance. If you have enabled communities, you can add site URL as “https://MyCompany.my.salesforce.com” where “MyCompany” is name of your community

Auto GenerationTemplate rules are created with correct field name and value. Go to “Template Rules” tab and click “Go” to view all the rules.

Please deactivate “PageReference getContent() and getContentAsPDF() Methods Treated as Callouts” under Setup >> Build >> Critical Updates

How to create PDF for Opportunity object?

As of v 1.20, you can create PDF from opportunity record as well. Just select opportunity from “Object” picklist on the template. Add “Create PDF and Email” button to opportunity page layout. Now users can click the button and select opportunity template to generate PDF.

FAQ_OpportunityQuestion

How to create PDF for custom and other standard object ?

Yes, you can create PDF for any custom object and most standard objects in Salesforce. There is some customization required. Please see this guide for step by step instructions. Please contact us at support@gocloudz.com if you have any questions.

Why am I getting “Missing Recipients” message?

There are no recipients on parent record to whom the PDF should be sent. Please add recipients by clicking “New” on “Recipients” related list. Please contact your system admin if you do not see “Recipients” related list.

See “How to automate recipients” below to add recipients automatically.

How to automate recipients?

You can have multiple recipients to whom you want to email the document or send for e-signature. It can be any contact or user field on the primary object or any related object.

To automate recipients:

  • Go to Setup >> Develop >> Custom Settings >> Default Recipients >> Click Manage
  • Click “Edit” to modify recipients for existing object or click “New” to define recipients for new object
  • Enter API name of object in “Name” field
  • Enter API name of user/contact field in “User/Contact Fields”. You can define multiple recipients on each line. For example for “Quote” object recipients can be  ContactId,  Opportunity.OwnerId OR MyCustomField__c
  • If you are using e-signature functionality, you can select “E-Signature flow sequential?” check box to send the document in the order in which recipients are entered above. Uncheck it to send the document to all recipients at once

edit-recipient

Once configured, recipients will be added automatically each time new record is created.

Add Recipients-1

 

How to clone a template?

You can clone entire template along with all the sections in 1 click! Just click “iClone” button the template. Similarly click “iClone” button on a section to clone the section within a template.

iClone

If you can’t see this button on PDF Template detail page, please add it from Setup -> Objects -> PDF Template -> Page Layout -> Edit Quote Template Layout -> Buttons

TemplatPageLayout

How to preview a template?

Just click “Preview” button on any template and select an existing record to preview it.

Preview Template

How to integrate DocuSign with PDF Generator?

– Please contact us support@gocloudz.com

– We are Docusign Referral partners as well & if needed, we can connect to right person for Docusign contract.

How to select an email template when emailing the document?

– After you click “Save and Email” button, you will be redirected to standard “Send Email” screen with PDF attached. Click “Select Template” to choose existing template. If you need any help with email template, please contact your local system admin.

Select Email Template

How to change default email subject and body when sending a document for e-signature?

Go to Setup >> Develop >> Custom Settings >> PDF Settings >> Click Manage >> Click Edit. You can configure various aspects of e-signature here.

Email Custom Settings

How to add watermark?

– You can have dynamic watermark based on quote status or type. Add “Watermark” to quote page layout and populate with watermark URL. You can have watermark on your website, as static resource within Salesforce or any other external source.

Add Watermark

What happens if my trial or subscription expires?

If you do not want the app and its related data, simply uninstall it. Once uninstalled, you will NOT be able restore any templates.

For future reference or auditing you may want to keep the app even after it expires. If you plan to do so, we recommend –

  • Remove “Create PDF” buttons part of the app from all page layouts
  • Remove “Recipients” and “E-signature” related list from all page layouts
  • Hide “PDF Generator” app

At any time you can activate your subscription. All your configuration and templates will be retained as-is.

Who needs iClone license?

Any user configuring the app and end users who click “iClone” to clone records

Does iClone support 3 level cloning?

Not currently. Probably in the future releases

Can I define what fields to clone and provide default values?

Yes, you can choose which fields to clone. Also you can provide default field value

Can I clone users?

Sure you can. Just like any other standard or custom object

Can I clone attachments?

Yes, it will clone attachments by default. You can switch it off

How can I have different configuration based on record type?

If object has record type enabled, it will show you picklist with record type to choose from. The configuration will be applicable only to that record type. Similarly you can configure other record types too

What happens if my trial or subscription expires?

If you do not want the app and its related data, simply uninstall it. Once uninstalled, you will NOT be able restore any configuration.

For future reference you may want to keep the app even after it expires. If you plan to do so, we recommend –

  • Remove “iClone” button from all page layouts
  • Hide “iClone” tab

At anytime you can activate your subscription. All your configuration will be retained as-is.

How can i activate/buy subscription?

As soon as you install the application, you get 15 days free trial period. We can extend that a bit subjected to our Management approval.

Send following details to sales@gocloudz.com

1. No. of licenses required (if you are not sure who would need licenses, reach out to support@gocloudz.com)

2. Payment mode preference – At this moment we accept payments through  Bank Wire Transfer & Paypal (with additional 4% charges) to our Indian Bank account. For CC transactions also we use Paypal which is globally accepted payment gateway. Please note that we don’t accept checks in USD at this moment.

On receiving these details, we will send the invoice & on payment, subscription will be activated. Please note, subscription is annual by default.