Email Template are specific by GBU. They are maintained separatly.

1 - Header - Legal Entity

If the Quote Legal entity is define in the quote its adress must be displayed there.

2 - Header - Account manager

Account manager is the the Quote.Owner. We display Quote Owner + Quote Owner Email

3 - Header - Quote Reference

We display the quote reference that is : Quote.Quote Title

4 - Header - Quote main informations

We display the quote main information : 

  • Account : Quote.Sold To. Name
  • Adress : Quote.Address
  • Primary Customer Contact : Quote.Contact Name.Name
  • Effective period :
    • Price Valid From
    • Prive Valid To
  • Condition of Sales (payment term of the quote added at the bottom of the table) 

5 - VAT information


On the Quote, if the field "Include VAT", then we display the message as on the example on the write.

Mainly for China business process, if the box "Display VAT" is checked, on the PDF we display it like that :

  • Remove the VAT sentence
  • Add VAT information  in 7 / Price


6 - Lines - Material


For every OQLI we diisplay the "Product Level 5 Name" + "Product Level 5 Code"


OQLI are sorted by Alphabetical Order (not the order they are displayed in the LWC)


If Checkbox field : “Include Customer Material Code and Description in Quote PDF”,is set to true and "OQLI.Customer Product" is set then we also display the   “Customer Material Number” and “Customer Material Description” in the line items

7 - Lines - Price

We add at the header the Quote.Unit of Measure + for each line the quoted price & the Currency


If the field include VAT is set to true in One quote we add an extra information on the line the field

  • The labels display a calculation = bracket quoted price + bracket quoted price * VAT


The VAT % is stored in the custom Metadata "Pricing Control Panel", record Global Settings



8 - Lines - Delivery terms & Supply Information

We display here the Incoterms + Incoterm Details if needed


If the Shipping plant informtion are set in the OQLI we display it in the Supply Info Section : 

  • Special customer information
  • Minimum Order Quantity
  • Lead Time (Days)


9 - Footer - Other information


Footer does not contain any quote information appart 

  • Price Valid From
  • Prive Valid To


"Additional note" can be added by the user and is printed on the PDF 

10 /Service level on the Quote

  • 1/if One Quote “Customer Segment” = “Strategic KA” OR “Key Account” display Solvay Novecare Services section on template below



  • If One Quote “Customer Segment” = “Critical Account” display Solvay Novecare Services section on template below



  • If One Quote “Customer Segment” = “Standard Account” display Solvay Novecare Services section on template below



  • If One Quote “Customer Segment” is different than the 4 above values: dont’t add this section (keep the email offer as it is today)