Quote Add Smart Field For Free

A basic quote term contains your term's text in the Body field, which appears for all quote templates that use this term. You can also define conditions in the Term Conditions related list. Salesforce CPQ checks these conditions to determine whether that quote term appears on a quote document.

Go to Field Sets of the Quote Line object, click Standard Line Item Drawer. Add the fields we want collapsed from the top palette into the Field Set box. Then click save. This feature enables the user to see the fields related to a quote line in a single view because there is no need for horizontal scrolling.

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

To add a line item to a quote: Click Add Products in Lightning Experience or Add Line Item in Salesforce Classic in the Quote Line Items related list....Required Editions and User PermissionsClick New Quote on the Quotes related list on an opportunity.Complete the fields.Save your changes.

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.

Quoted line items include the quantity, prices, and discounts specific to a single product or service. Since a quote is made up of one or more quoted line items, you will most often create quoted line items while creating the quote itself.

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...