Start a new topic

Mapping Custom Fields from Salesforce to Quotewerks

I have been working with 1st Level Support at Quotewerks and I can't believe that we are the 1st to experience this.  Anyhow, we would like to map more than 4 Standard Fields to Quotewerks.  In our Salesforce Product Catalogue we have about 11 fields (some standard fields COGS, Product Description, Man. P/N, etc.) . We can map those fields over to Quotewerks.

We also have some customized fields such as Disti Name, Disti P/N, and our unique P/N.  Quotewerks Level 1 Support has not been able to help us map all our Salesforce fields 1:1 with Quotewerks.  I am sure other people have asked for this.

1 person has this question

To clarify, are we talking about live-linking your Salesforce products, so they appear within a product lookup in QuoteWerks? You're saying you can only map 4 fields?

We would overlay Quotewerks over our current instance of Salesforce.  Quotewerks would pull the Produce Catalogue from Salesforce.  With the demo version of Quotewerks, we can see the products catalogue but only 4 out of 11 fields are displaying.

If your question is do we want to do this in real time, that is preferred method, because we do update our pricing almost daily from a bunch of distributors.

I would love to talk to someone in development because I am sure this has already been done by Quotewerks.  I can't imagine no one else had this problem.

2 people like this

Slightly different use case with the same call to action: Please give us the ability to map custom field in Salesforce to Quotewerks pricebook source. Even if it requires Quotewerks customers populating their Salesforce custom field ID into a setup field in Quotewerks. 

Use case:

We would like to use Salesforce as the single pricebook, but without custom fields such as "Recurring Billing Cycle" being pulled from the Salesforce pricebook into our Quotewerks quote, there absolutely no way to create a typical quote. I'm afraid it's a deal-breaker.

Login or Signup to post a comment