Automate the process of creating quote document and send it to the primary contact

Enable batch document creation in your org:

Navigate: Setup |Build| Installed Packages| Configure| Documents| Mass Document User Name| Request Authorization

  • Use the Apex Class MassQuoteDocumentSender for creation of the schedule

Prerequisites before scheduling the Apex Class:

  1. Quote must have the Primary Contact
  2. Quote Template Id should be defined
  3. Document status field on quote should be pending

Navigate:

  • From Setup Enter apex classes
  • Click Schedule Apex
  • Give the Job Name
  • Select MassQuoteDocumentSender in Apex class
  • Schedule the Apex
  • Save it