Hi, I’m developing a quote template for our company, cloning the default quote.
I made some adjustments to fixed information and managed to customize with some product tokens in the line_itens_table.
But now I need to put information about a new token created for the business in this same file. That is credit information that this customer has.
When I put it this way: {{ deal.credit_description }} and {{ deal.credit_value }) It doesn’t accept and I assume I need to insert some call in the model.
Anyone have any ideas?
Hi,
this depends on where you want to use your personalization token. If you change your quote template, personalization tokens are available in all rich text parts of the quote (see screenshot).
If you need more flexibility/customization, you will need to create a template (HTML and markup) on your own with the design manager.
Cheers,
Andreas
Hi @andreaska , thanks for the answer.
I’m doing it within the default quote template.
And I’m editing the existing framework.
In this image, it’s easy to see where I’m inserting the code that I want to bring the custom token information.
I believe that I need to make a call to the model for it to recognize this token. I just couldn’t find anything in the documentation.
Hi @Ian!
After some research, try to add the following code on top of your template file:
{% set DEAL = ASSOCIATED_OBJECTS.deal %}
Please note that ASSOCIATED_OBJECTS will be defined in the line_items_table template before.
Cheers,
Andreas
