Template Line Columns

Line columns are useful for showing the values of important fields on your document. For example, your quote document can have a quantity column and a unit price column so that all line items show their values for those fields.

Create line columns from the Line Columns related list on your quote template record.

Alignment

Choose whether the column values are aligned left, center, or right.

Column Heading

Title of the column.

Display Order

Salesforce CPQ shows columns from left to right based on this field, starting with the smallest value.

Field Name

API name for the quote line field you want shown in this column. Salesforce CPQ shows this field’s label on the generated document.

Roll-Up

If the quote template’s Roll Up Field value matches this line column’s Field Name value, and quote lines have the same value for that field, Salesforce CPQ combines the quote lines into one line on the quote document.

Section

Specify a template section here if you want this column to appear only in that section. Otherwise, this column appears in all sections.

Separate Line

To print the field on its own line, select the checkbox. Use this setting for long text fields such as Product Description. To generate quote documents properly, deselect Separate Line for at least one line column in any given line item section.

Width

This value represents the percentage of the overall document width taken up by this column. Quote documents sometimes appear incorrectly if the total Width values on your template aren’t 100.

Dynamic Number Scale

Set the decimal places for numbers in the column based on the record with the greatest precision. For example, if the record with the greatest precision has 4 decimal places, all the numbers in the column are set to display 4 decimal places.

You can then adjust the appearance of your line columns with the Style Information and Column Option fields.

Example Here’s a common set of line columns for quote documents:

Column Heading	Display Order	Width	Field Name	Alignment
QTY	10	5.00	SBQQ__Quantity__c	Left
PART #	20	10.00	SBQQ__ProductCode__c	Left
DESCRIPTION	30	50.00	SBQQ__Description__c	Left
UNIT PRICE	40	10.00	SBQQ_ListPrice__c	Right
DISC (%)	50	10.00	SBQQ__Discount__c	Right
EXTENDED	60	15.00	SBQQ__NetTotal__c	Right

• Conditionally Display Quote Line Columns
  Hide columns in your quote line sections based on the values of a quote field. (Salesforce CPQ Managed Package)