Quote Delete Arrow For Free

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.

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.

Quote Number cannot be reduced; however, it can be increased by creating and then deleting quote records. The Quote Number field shipped with Salesforce CPQ cannot be modified. Consider creating a custom quote name field in its place.

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.

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...

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 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.