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Question

Quote Creation from Opportunity Related List

  • July 9, 2024
  • 2 replies
  • 10 views

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  1. I am trying to create quote from quote related list in the Opportunity detail skuid page using inline create option. Quote is created without quoteline items.(Opportunity has product). 
    2) CreatePDF and EmailtoQuote functioanlity how to replicate in Skuid page? 

2 replies

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  • Nintex Employee
  • July 9, 2024

We have not been able to replicate in Skuid the Quote functionality that Salesforce offers in its standard layouts.  They are doing lots of tricks to do quote population and PDF creation that are really not accessible through the Skuid tool.   Sorry. 


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  • Author
  • July 9, 2024

Thanks Rob. This means Quote creation using Skuid component also will not work with standard features like by default quotelineitems creation? 
What you would recommend to replicate these features in Skuid?

Thanks advance