Use CRM variable with function to insert multi-line text into quote template
Hello:
I've looked online and seen this asked before but not come across a solution. Here's what I'm trying to do:
We have two different versions of product disclosures for our quotes. They aren't very long-one is 21 words and the other is 40 words. I don't want to make two versions of quote templates for this verbiage as we already have ~20 templates for different types of purchases and this would immediately double the needed amount.
Is there a way to have a pick list for the user with two options (annual, perpetual) and those would reference a variable that holds the verbiage to insert the text on the template? Right now, they have to copy the text from another quote or internal documents and paste it into our multi-line product disclosure field.
I looked into the CPQ functionality but that only inserts text into "quoted items" fields.
Suggestions?
Thanks!