Template Routing

With more than one template in play — a standard quote, a government order form, a partner-pricebook contract — you don’t want reps picking the right one by hand. Template Routing does it for them: rules that map a deal’s Account and/or Pricebook to a template, resolved automatically when a rep generates the document.

You manage them in the Pinion admin app → Template Routing. Each rule shows its Match type (Account + Pricebook / Account / Pricebook), the Account, the Pricebook, the Template, a Priority, and an Active toggle.

The Template Routing page — a table of rules with Match, Account, Pricebook, Template, Priority, and Active, plus an add-rule form with account and pricebook lookups
Template Routing — map a template to deals by Account and/or Pricebook; most-specific match wins, Priority breaks ties.

How a rule matches

A rule can scope to an Account, a Pricebook, or both:

  • Account + Pricebook — applies only when the deal’s account and pricebook both match. The most specific.
  • Account — any deal on that account.
  • Pricebook — any deal on that pricebook.

Which rule wins

At generation time, Pinion resolves the template in this order:

  1. Most-specific match wins — Account + Pricebook beats Account, which beats Pricebook.
  2. Priority breaks ties — among rules of equal specificity, the Priority value decides.
  3. Default fallback — if no rule matches, the org default template (set on the Quote Templates list) is used.

So a rep almost never has to choose — the right document comes up, and the default covers everything else.

Authoring a rule

Add a rule, then pick an Account and/or a Pricebook (lookups), the Template, and a Priority. Leave one of Account / Pricebook blank to make the rule broader. Active lets you disable a rule without deleting it.