Quote Add Amount Field For Free

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.

Quote Line Items are automatically created when the Quote is created from an Opportunity based on the Opportunity Products attached to that Opportunity.

Add Fields to the Quote Line Editor Field Set From 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.

Add Fields to the Quote Line Editor Field Set From 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.

? 1. Adding Quote Line Fields to Quote Line Editor Here's how to do it: First, click the Setup Icon, go the Object Manager, click Quote, select Field Sets, then Line Editor. Place the necessary fields from the top palette into the Field Set box and click Save. Edit Lines on a quote record to open the Quote Line Editor.

Add a lookup field to your quote lines and use it in the quote line editor to associate your quote line with another record. You can also customize the fields that appear in the lookup field's record search box.

Navigate to a Quote and click Edit Lines. Select the Additional Discount value type from the picklist (Percent, Currency, Unit, Total). When you change the discount method and enter in the override value, the amount will automatically change based on the new method selected.