Quote Add Field Settings For Free

To modify a quote template in salesforce go to Set up. Now Go to Customize=>Quotes=>Settings. When Settings in Quotes are selected a new window will be opened where we have to select the check box to enable quotes in salesforce.

From Setup, enter Objects , and then click Objects. Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit.

Modifying Quote Template in salesforce : In this salesforce tutorial we are going to learn how to modify a quote template in salesforce. salesforce.com provides us an easy way to generate quotes in PDF format.Select Save.Select Templates.Select Edit.Select OK. Now Finally select Save the settings.

Change the Opportunity on a Salesforce CPQ QuoteNavigate to the quote, ensure the primary flag is false, else update the primary flag and save the quote.Select the new opportunity and save the quote.Update the primary flag and save the quote.

Add fields to quote line's line editor field set so that they display at the top of the quote line editor....Required EditionsFrom Setup, enter Objects , and then click Objects.Click Quote Line.From the Field Sets related list, find Line Editor, and then click Edit.Add or remove fields from the field set.

Quote lines store information about products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren't visible or editable.

Add a Linking Custom Action to the Quote Line EditorOn the Custom Actions home page, click New.Give your custom action a name.Set the following fields.Give your custom action a label.If you want the custom action available only when certain conditions are met, use the Condition Met field to define the conditions.More items...