Quote Fields that are synced to fields on other records can now be set up to auto-populate when a sales rep begins creating a new Quote. Previously, sales reps would spend time re-entering Quote fields because they couldn’t see which fields already contained Opportunity or Account information until they saved the Quote record for the first time.
Add Fields that will be auto-populated:
When billing fields are set to auto-populate, bill-to information is pulled from the billing account. This account can be either the distributor, partner or direct account based on varying circumstances:
When shipping fields are set to auto-populate, they will pull information from the customer account. If ship-to information within the customer account is empty, the auto-populating fields will instead pull from bill-to information based on the billing source established above.
Admins will need to create special fields on related Opportunities in order for the Primary Contact and Partner fields to auto-populate on the Quote.
You can configure the following fields to auto-populate:
|Field Name||API Name|
|Billing Postal Code||SBQQ__BillingPostalCode__c|
|Primary Contact *||SBQQ__PrimaryContact__c|
|Shipping Postal Code||SBQQ__ShippingPostalCode__c|
* Primary Contact can only be auto-filled by another type of Contact. This is because the Primary Contact exists on the Quote and fields cannot auto-populate themselves.