Hey all!
I’ve recently created a few Quote Templates to try to begin using them for our business but I’m running into a bit of an issue. I don’t really have the know-how to go into the back end template editor and figure out how everything ties together there, so I’m trying to use the “customize quote template” modules to do what I want to do:
I’m trying to essentially use the Description tab as our Line Items tab because there are a lot of custom values we need displayed and we have more than two sub-headings.
Ideally, I would have some kind of logic to pull properties based on the products our team selects (or the associated Deal record properties, whichever is easier). So that if our team selects a Product with Product Type: Basic Plan, then a specific field populates in one of the columns. In this case, I could be pulling a personalization token from that specific product in the Quote into that field.
I would ideally also love to have that part of the quote be conditional to display if any products have the “basic plan” product type. (ie. Display this table if that product is added and don’t display it if not) but I also realize that that’s a bit more complex.
So, I ask you - is it possible to display a particular line item ID if it’s present in the quote, using the HTML personalization tokens? For example:
{{ personalization_token('template_data.quote.associated_objects.line_items[1].schedule_a__additional_service_label', '') }}
That will display the second product (line item) in the quote, but I’m trying to figure out how to have it display a specific product ID associated with the quote, and I’m not sure how to edit it to do so.
Thanks and sorry for the confusion.
