IdeaExchange
IDEA-00017

Title
Live Document Section Preview Panel:A collapsed right-hand utility panel on the Quote record page for Statement of Work (SOW) drafting.
Product
QuoteX
Category
Feature
Description
Uses a lightweight LWC that queries active PSC Document Sections based on the chosen template's sequence. It displays a real-time text-flow preview of the paragraph content without executing the final PDF or Google Doc download trigger. Allows sales engineers to proofread the commercial terms and scope descriptions side-by-side with their timeline updates, dramatically increasing operational velocity.
Status
Delivered
Status Comments

Delivered via DRTE


You can achieve live document and section previewing using the Dynamic Rich Text Editor (DRTE) solution. DRTE enables users to preview template sections and generated content directly on the Salesforce record page in real time, allowing sales and scope teams to proofread commercial terms and scope descriptions side-by-side before triggering final PDF or document generation.


🔗 Learn more about DRTE document generation

Documentation Link
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Submitted By
Submitter Email
Idea Name
IDEA-00017