topic Re: Does creating a quote through custom code not work? in Data Hub

Does creating a quote through custom code not work?

MarwanDajani — Tue, 01 Nov 2022 14:56:05 GMT

Here is my process and end goal:

I have a deal expiring
I auto-create a renewal deal and assign it to the correct user
I want to create a quote that is in draft stage and associate it with the new deal.
I use custom code to create the new quote
following the API documentation, I was able to create a quote
I was able to associate it to the deal
I was NOT able to associate a quote template. Figured it might be my custom template, so I created a new custom template and used the proper endpoint as in the documentation

/crm/v3/objects/quote/{QUOTE_ID}/associations/quote_template/{QUOTE_TEMPLATE_ID}/quote_to_quote_template

I get a response saying success, but when I open a quote, the quote template is not associated
Same thing when I try to associate a product/line item.

Is the documentation wrong? Am I doing something wrong? Happy to share my code if needed.

TitiCuisset — Wed, 02 Nov 2022 09:24:25 GMT

Thank you for reaching out.

I want to tag some of our experts here - @LMeert @klloyd__1 @Teun do you have any thoughts for @MarwanDajani on this?

Thank you!

Best

Tiphaine

Teun — Wed, 02 Nov 2022 09:53:23 GMT

You won't believe this, but I build exactly the same functionality last week.

Can you share your code so I can compare it to my workflows?

Teun — Mon, 07 Nov 2022 16:13:02 GMT

I created a 10 minute video showing my workflow. Hope it helps!