CPQ Quote organised by product family and quote number

  • 15 July 2022
  • 1 reply
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We are using salesforce to generate our quotes. I have set a template for the docgen to pull 2 quotes and for this to be grouped by product family. 

 

I am trying to then sort the product family by quote number. However, it seems to repeat itself, it is including product family from that quote but also another one.

 

How do I remove the repetition and only have the product family per quote.I have attached the output. Each quote should have one Upfront and one Recurring pricing table.


1 reply

Userlevel 1
Badge +7
It's likely the tags and/or replication option. This might help: https://help.nintex.com/en-US/docgensf/Templates/GroupedReplication.htm

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