Has anyone worked through a way to pull a quote (or information from a quote) into an Ironclad Workflow?
This is for a Statement of Work and the goal is to list the Products/Services Name(s), Quantities, Cost and Total Cost. We have all of the fields in Salesforce but you can't pull into a Dynamic Field.
I could set conditions for each field and pull individually but that could become a pain depending on how many fields and will require more upkeep on the Workflow when new products/services are added.
Another idea I had is to see if it is possible to pull in an entire quote from Salesforce but I don't think that is possible either.
Any thoughts or examples on how others have done this are much appreciated.
