Quote Delete Value Choice For Free

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 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...

Required Editions. 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.

Click the Quotes tab. In the list of quotes, locate the quote you may want to delete, and click the quote name. On the Quote Detail page, after reviewing the quote details, click Delete.

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.

Modifying Quote Template in salesforce : In this salesforce tutorial we are going to learn how to modify a quote template in salesforce. salesforce.com provides us an easy way to generate quotes in PDF format.Select Save.Select Templates.Select Edit.Select OK. Now Finally select Save the settings.

When you're ready to generate your quote document, click Generate Quote to go to the Generate Document page. Here you choose your template, paper size, and document name. Create several templates to cover different types of business documents within your company.