Transaction Management Fields on Quote Document

Standard and custom fields extend the standard Quote Document object for use in Transaction Management to represent information about quote documents. This object is available in API version 61.0 and later.

Special Access Rules

To view these fields, you must have the Revenue Cloud Advanced license. See Quote Document for fields on the Salesforce platform object.

Fields

Document Template

Type: String

Properties: Create, Filter, Group, Nillable, Sort

Description: The template ID used for generating the quote document.

Status

Type: Picklist

Properties: Create, Defaulted on create, Filter, Group, Nillable, Restricted picklist, Sort, Update

Description: The status of the quote document.

Possible values are:

Completed
Failed
Generating
In Progress
None
Queued

The default value is None.