This video below outlines exactly how to configure a quote/proposal template from Nintex Drawloop DocGen to use Bundle Pricing, Matrix Pricing and Client Pricing features in Flexpricer.
The setup involve requires an intermedia level of technical knowledge of Salesforce CRM and of Microsoft Word.
You’ll need to understand how standard and custom objects work in Salesforce, together with the relationships between objects.
The video includes step-by-step actions to help you to…
- Set up a Microsoft Word Document Template to use in your document generation
- Configure Nintex Drawloop Docgen to use Account, Opportunity and Product data in Salesforce to present on the template
- Use Flexpricer fields to adjust the presentation of data on the template
- Produce the Quote directly from Salesforce
Below the video, you can find the exact quote template used in the recording – so you can work through step-by-step the same configuration
UPDATE: This video was recorded in 2019, so whilst the concepts may be the same, user interfaces and experiences may have changed.
