Quote Hide Amount Field For Free

Allow the user to dynamically change the quote fields shown in the quote line editor. Navigate to the Quote Object. Create new Field Sets as necessary. Create a New Picklist Field on the Quote Object. Set a Field Label. Set Field Name to HeaderFieldSetName.

Choose a field that computes a customer discount to display on the quote document. Use the default value, Total Discount (Amt), or add a custom field to the picklist. If you add a custom field, it appears on the quote document only when the template has a Group Field value.

The primary quote is a quote that is most likely to be accepted by the customer and get converted to an order.

Available in: All Salesforce CPQ Editions. Quote templates control the formatting and organization of your quote document. Each template contains sections where you customize the presentation of individual content records such as line items, signature fields, and terms and conditions.

Create a quote document when you're ready to send a quote to a customer. Enable Batch Document Generation. Automate the Salesforce CPQ process of creating a quote document and sending it to the quote's primary contact. The automation saves times for sales reps working in a high-volume environment.

The Conditional Print Field on a template section tells CPQ which quote field should determine when the section appears. For example, you could have a checkbox on the quote named Include Cover Page, which sales reps can check as needed.

The Quotes related list contains a list of all quotes that are associated with the opportunity. Next to each Quotes name is a Del (delete) hyperlink.