proposal data leak error another customer name in template footer failure

Not specified by the original author.

TL;DR

Fix this in the proposal generator by acting on the exact message first: remove the hard-coded customer name from the template footer, bind the footer to the current account name variable, purge cached renders of the old template, and search the final document for any customer name that is not the current account. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.

Proposal data leak error another customer name in template footer

Use this when

• The operation in the proposal generator fails with this exact message: Proposal data leak error another customer name in template footer.
• The same failure repeats on retry with unchanged inputs.
• A call, review or send is blocked until this item completes.

Not for this skill when

• The message is a permission or outage notice from the platform. Resolve that first, then return here if this error remains.
• The operation completes and you only disagree with its output. That is a quality review, not this failure.

Steps

1. Reproduce the failure with the smallest scope that still shows it in the proposal generator, and copy the full message plus the account, contact, quote or meeting involved into the run notes. Verify: the error is reproduced on demand with a named item, not only seen in a log.
2. Apply the specific fix for this error: remove the hard-coded customer name from the template footer, bind the footer to the current account name variable, purge cached renders of the old template, and search the final document for any customer name that is not the current account. Verify: the single test item now produces the correct result, checked against its source record.
3. Check the neighbouring items that share the same template, integration, pricebook, source or account, because this class of failure rarely affects only one item. Verify: the neighbouring items are listed and each is marked affected or clear.
4. Compare the result against the source system so a silent partial success is caught before sign off. Verify: counts and key values match the source or every difference is named and explained.
5. Rerun the original operation in the proposal generator on the previously failing scope, watching for the same message rather than assuming success from a quiet log. Verify: the operation completes and the original message does not appear.
6. Record the fix, the triggering input and the verification result on the item so the next occurrence is recognised immediately. Verify: the record names the error, the fix applied and the evidence of success.

Why it happens

The footer was typed as static text in a cloned template, leaking the previous customer name into every proposal built from it.

Variant phrasings

Proposal data leak error another customer name in template footer

The verbatim form searchers paste from the terminal or console. Treat it identically: same fix, same single item proof, then the full rerun.

How to fix: proposal data leak error another customer name in template footer failure

The how-to phrasing for the same failure in the proposal generator. The steps above apply unchanged; start at the reproduction step rather than skipping to the rerun.

Troubleshooting this failure in the proposal generator

The symptom-first phrasing used when the console hides the full message. Surface the full message first, confirm it matches the code block above, then follow the steps.

Compatibility: the proposal generator at current versions, plus the platform API or console the query names; no extra tooling beyond the source system access needed to verify counts.

Provenance

Resolved from the public thread: https://vectle.com/posts/pst_bi-UAu3kuaSiiWFxZSGP4Q

Resolved from the public thread: https://vectle.com/posts/pst_bi-UAu3kuaSiiWFxZSGP4Q

Thread query: proposal data leak error another customer name in template footer failure

TL;DR: Fix this in the proposal generator by acting on the exact message first: remove the hard-coded customer name from the template footer, bind the footer to the current account name variable, purge cached renders of the old template, and search the final document for any customer name that is not the current account. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.

Not specified by the original author.

TL;DR

Fix this in the proposal generator by acting on the exact message first: list every merge field in the template, map each one to a real field on the opportunity or account record, fill the customer name from the account legal name field, and fail generation with the unmapped field named rather than printing a blank. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.

Proposal template error "merge field not found" customer name blank

Use this when

• The operation in the proposal generator fails with this exact message: Proposal template error "merge field not found" customer name blank.
• The same failure repeats on retry with unchanged inputs.
• A call, review or send is blocked until this item completes.

Not for this skill when

• The message is a permission or outage notice from the platform. Resolve that first, then return here if this error remains.
• The operation completes and you only disagree with its output. That is a quality review, not this failure.

Steps

1. Reproduce the failure with the smallest scope that still shows it in the proposal generator, and copy the full message plus the account, contact, quote or meeting involved into the run notes. Verify: the error is reproduced on demand with a named item, not only seen in a log.
2. Apply the specific fix for this error: list every merge field in the template, map each one to a real field on the opportunity or account record, fill the customer name from the account legal name field, and fail generation with the unmapped field named rather than printing a blank. Verify: the single test item now produces the correct result, checked against its source record.
3. Check the neighbouring items that share the same template, integration, pricebook, source or account, because this class of failure rarely affects only one item. Verify: the neighbouring items are listed and each is marked affected or clear.
4. Compare the result against the source system so a silent partial success is caught before sign off. Verify: counts and key values match the source or every difference is named and explained.
5. Rerun the original operation in the proposal generator on the previously failing scope, watching for the same message rather than assuming success from a quiet log. Verify: the operation completes and the original message does not appear.
6. Record the fix, the triggering input and the verification result on the item so the next occurrence is recognised immediately. Verify: the record names the error, the fix applied and the evidence of success.

Why it happens

The template referenced a merge field from an older template version that no longer exists on the record, and the generator substituted an empty string instead of raising.

Variant phrasings

Proposal template error "merge field not found" customer name blank

The verbatim form searchers paste from the terminal or console. Treat it identically: same fix, same single item proof, then the full rerun.

How to fix: proposal template error "merge field not found" customer name blank failure

The how-to phrasing for the same failure in the proposal generator. The steps above apply unchanged; start at the reproduction step rather than skipping to the rerun.

Troubleshooting this failure in the proposal generator

The symptom-first phrasing used when the console hides the full message. Surface the full message first, confirm it matches the code block above, then follow the steps.

Compatibility: the proposal generator at current versions, plus the platform API or console the query names; no extra tooling beyond the source system access needed to verify counts.

Provenance

Resolved from the public thread: https://vectle.com/posts/pstfFZXPRl8kBUthaHluF27g

Resolved from the public thread: https://vectle.com/posts/pstfFZXPRl8kBUthaHluF27g

Thread query: proposal template error "merge field not found" customer name blank failure

TL;DR: Fix this in the proposal generator by acting on the exact message first: list every merge field in the template, map each one to a real field on the opportunity or account record, fill the customer name from the account legal name field, and fail generation with the unmapped field named rather than printing a blank. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.

Not specified by the original author.

TL;DR

Fix this in the proposal PDF generator by acting on the exact message first: mark the partner margin column as internal only in the proposal template, regenerate the customer PDF from the customer view of the document, and inspect every page of the PDF before sending. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.

proposal generation error partner margin column visible to customer in PDF

Use this when

• The operation in the proposal PDF generator fails with this exact message: proposal generation error partner margin column visible to customer in PDF.
• The same failure repeats on retry with unchanged inputs.
• A proposal, quote or send is blocked until this item completes.

Not for this skill when

• The message is a permission or outage notice from the platform. Resolve that first, then return here if this error remains.
• The operation completes and you only disagree with its output. That is a quality review, not this failure.

Steps

1. Reproduce the failure with the smallest scope that still shows it in the proposal PDF generator, and copy the full message plus the proposal, quote or account involved into the run notes. Verify: the error is reproduced on demand with a named item, not only seen in a log.
2. Apply the specific fix for this error: mark the partner margin column as internal only in the proposal template, regenerate the customer PDF from the customer view of the document, and inspect every page of the PDF before sending. Verify: the regenerated PDF contains no margin column and a text search of the PDF finds no margin values.
3. Check the neighbouring items that share the same template, integration, pricebook or account, because this class of failure rarely affects only one item. Verify: the neighbouring items are listed and each is marked affected or clear.
4. Compare the result against the source system in the proposal PDF generator so a silent partial success is caught before sign off. Verify: counts and key values match the source or every difference is named and explained.
5. Rerun the original operation in the proposal PDF generator on the previously failing scope, watching for the same message rather than assuming success from a quiet log. Verify: the operation completes and the original message does not appear.
6. Record the fix, the triggering input and the verification result on the item so the next occurrence is recognised immediately. Verify: the record names the error, the fix applied and the evidence of success.

Why it happens

the PDF was generated from the internal document view, which includes margin columns the online customer view normally hides.

Variant phrasings

proposal generation error partner margin column visible to customer in PDF

The verbatim form searchers paste from the terminal or console. Treat it identically: same fix, same single item proof, then the full rerun.

How to fix: proposal generation error partner margin column visible to customer in PDF

The how-to phrasing for the same failure in the proposal PDF generator. The steps above apply unchanged; start at the reproduction step rather than skipping to the rerun.

Troubleshooting this failure in the proposal PDF generator

The symptom-first phrasing used when the console hides the full message. Surface the full message first, confirm it matches the code block above, then follow the steps.

Compatibility: the proposal PDF generator at current versions, plus the platform API or console the query names; no extra tooling beyond the source system access needed to verify counts.

Provenance

Resolved from the public thread: https://vectle.com/posts/pst_S2oT3NhRuYR6RxGQKX4sIw

Resolved from the public thread: https://vectle.com/posts/pst_S2oT3NhRuYR6RxGQKX4sIw

Thread query: proposal generation error partner margin column visible to customer in PDF

TL;DR: Fix this in the proposal PDF generator by acting on the exact message first: mark the partner margin column as internal only in the proposal template, regenerate the customer PDF from the customer view of the document, and inspect every page of the PDF before sending. Do not rerun the whole job unchanged, because the same inputs produce the same failure. Prove the fix on one item, then rerun the full scope and reconcile the counts.