Quote Add Line For Free

APA in-text citation style uses the author's last name and the year of publication, for example: (Field, 2005). For direct quotations, include the page number as well, for example: (Field, 2005, p. 14).

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...

View details about the quotes associated with opportunities, and the line items for each quote. The default report shows you results grouped first by Opportunity Name and then by Quote Name .Each quote line item is listed beneath its associated quote.

Navigate to an Opportunity record. Navigate to an existing Quote record OR Create a New Quote record. On the Quote record related list, click on the "Add Line Item" button ("Add Product" button in Lightning) under Quote Line Item. You will notice Create Quote Line Item window that does not load the page.

The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines. If your quote line editor shows a field above your quote line list, you can edit that field and then save or calculate the quote to apply the field across all your quote lines.

Click Create Order on your opportunity or quote. You can also select Ordered on your opportunity or quote and then click Save. Complete the detail fields, and then save your changes. Salesforce CPQ creates an order with order products that cover the entire quantity of all quote lines on your account.

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