Quote Delete Line For Free

Quotes in Salesforce represent the proposed prices of your company's products and services. You create a quote from an opportunity and its products. Each opportunity can have multiple associated quotes, and any one of them can be synced with the opportunity.

Salesforce offers a Quote Object which is a record showing proposed prices for products and services. Quotes can be created from and synced with SalesForce Opportunities and emailed as PDFs to customers.

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.

Line Item - Line Items are Opportunity Line Items that basically shows what products are being offered to a customer on an opportunity. As per the standard process, in order to add Products as Line Items to an Opportunity, you first need to select a Price Book.

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.

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.

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.