Custom Quote Template Beta


Variables & Workflows

We have one custom quote template them file and then in the templates section we have cretated one that is for renewals, one for expansion, one for new business. Slightly different logic and terms apply to each. It works great!


We are using workflows to do auto approvals of quotes when they meet certain conditions (e.g. no discounting etc...) but we can not find any way to determine which variation of the template is being used in a workflow (not even using the API)


We've pprinted til we are blue in the face and see no quote level variables that indicate the template. Module data is not available so we can't do anything in the UI to choose a different value for each variation when we create from the theme.


Also... There are some mysterious new variables...


What do those do?


Any thoughts @ethankopit ?

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