There are four main steps to setting up the quote's LineSortField to automatically sort quote lines in the line editor Create a product option custom formula to capture the feature order. Create a quote line custom text Sort Order field
Full Answer
How to edit the quote line in Salesforce CPQ?
Log in to Salesforce CPQ → Select the “ Quotes ”, from the menu bar available → Click on the “ Existing Quote ” → and click on the button “ Edit Lines ” → It directly re-directs to the “Edit Quote” where we can edit the Quote Line for Quantity, Additional Discount, Cloning, add to favourite & delete, etc.
How can my sales reps customize the quote line editor?
Your sales reps can edit those fields and save or calculate the quote to apply the field across all the quote’s quote lines. To give sales reps the ability to customize the layout of the quote line editor, add the ability to resize column widths.
How do I use the quote line editor?
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.
How to enable multi-line delete in Salesforce CPQ?
Log in to Salesforce CPQ → SetUp → In the quick find search for “ Installed Packages ” → Click on the “ Configure ” button → Select the “ Line Editor ” Tab item → Check the “ Enable Multi-Line Delete ” → Save. In the next topic, we will discuss in detail” ”.
How do you add a button to a quote line editor?
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...
Does salesforce have a quoting tool?
CPQ Salesforce, or Configure, Price, Quote Software by Salesforce is a sales tool for companies to provide accurate pricing with any given product configuration scenario.
What is quote line editor Salesforce?
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.
How do I create quote lines in Salesforce?
Create and Manage QuotesClick New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity.Complete the fields.Save your changes. A unique quote number is added.
Is CPQ the same as quote to cash?
A quote-to-cash solution usually integrates sales software with a customer relationship management software, helping to manage sales opportunities. CPQ, on the other hand, focuses on the sales process and is designed to help salespeople provide customers with more accurate quotes.
How do I edit a quote in Salesforce?
Select Edit Lines on a quote record to open the quote line editor. The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines.
How do you edit a quote in CPQ?
1:4835:59Quote Line Editor QLE Overview | EP3 - YouTubeYouTubeStart of suggested clipEnd of suggested clipAnd finally we would be looking at the line editor package setting now let us start with what is aMoreAnd finally we would be looking at the line editor package setting now let us start with what is a code line editor and how do we use the code line editor the core of the cpq is code and code lines
What is QLE in Salesforce?
The Salesforce CPQ lightning component known as Quote Line Editor (QLE) is a powerhouse. Working hand in hand with CPQ to precisely quote products and compile them into Quote Lines. Driving the initial configuration of Opportunity Products and Order Products too. Firing off complex Product Rules and Price Rules.
How do I add a field to a quote line editor in Salesforce?
Add Fields to the Quote Line Editor Field SetFrom 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.
How do I create a quote template in Salesforce?
From Setup, enter Templates in the Quick Find box, then select Quote Templates (Lightning Experience) or Templates under Quotes (Salesforce Classic). Click New, and then select a template, such as Standard Template , on which to base your new template. Give your new template a name, and then click Save.
Can I create quote without opportunity?
By default, Quote has master-detail relationship with Opportunity . So, a quote cannot exist without a parent opportunity.
How do I create a quote line item in Salesforce Apex?
Select “Salesforce” from the available connections list and click “Create Connection >>”. 33. Select “Quote Line Item” from the available Salesforce Object list and click “Save”. This connection will be used to add Products to our new Quote record.
Steps to edit Quote Line
Log in to Salesforce CPQ → Select the “ Quotes ”, from the menu bar available → Click on the “ Existing Quote ” → and click on the button “ Edit Lines ” → It directly re-directs to the “Edit Quote” where we can edit the Quote Line for Quantity, Additional Discount, Cloning, add to favourite & delete, etc.
Steps to edit the Quote Line Object for Fields
Log in to Salesforce CPQ → SetUp → In the quick find search for “ Objects ” → Find the “ Quote Line ” Object → Click on the “ Field Sets ” → Click on “ Line Editor ” edit → Make the required changes → Save.
How to edit the Header of Quote (Object) Page Layout?
Log in to Salesforce CPQ → SetUp → In the quick find search for “ Objects ” → Find the “ Quote ” Object → Click on the “ Field Sets ” → Click on “ Line Editor ” edit → Drag and Drop the required fields or Make the required changes → Save.
How to enable Multiple Quote line Delete Option?
Log in to Salesforce CPQ → SetUp → In the quick find search for “ Installed Packages ” → Click on the “ Configure ” button → Select the “ Line Editor ” Tab item → Check the “ Enable Multi-Line Delete ” → Save.