Hi,
I’m trying to create a quote with snippets that include personalised tokens. However, these are not coming through. I have deleted and reinserted the token into the snippet and this does not work.
The deal does have the Contact and company associated to it.
Any Ideas?
Simon
@Hi @simoncripps. I tested this in my own portal, and my first thought was this: Because the area where snippets go is before where you associate the contact, the quote doesn’t yet have a contact associated to it when you have to create the associated Deal.
Details step where you can use snippets in comments:
The next step is buyer info where you’d add the contact:
Then I re-tested it where the Deal was already created and had a Contact associated, and it worked. Here’s a video walkthrough of me doing that: Deals - 30 June 2022 | Loom
So the steps are: Create Deal, associate a Contact to that Deal, create Quote and associate that Quote to your Deal, then adding your Snippet into the comments section should work.
Hope that helps!
