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Manage Your Quotes with CPQ
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            Line Item Print Options

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            Line Item Print Options

            Quote templates contain many options for customizing the layout of line items in your documents. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All CPQ Editions

            Consider these print option fields when customizing your quote template. You can find them on the quote template record.

            Group Field
            Quote line groups don’t carry over from the quote line editor to a document. Use this field to organize your line items by the value of your chosen field.
            Sub Group Field
            Apply a second level of organization within the field you selected for Group Field. For example, group your line items alphabetically by product code and then organize those groups by a custom Color field.
            Hide Component Products
            Hide all product options on your documents.
            Number Terms
            Show this template’s quote terms as a numbered list where the numbering begins with 1. Child terms indent by a decimal and one number to the right, such as 1.1 or 1.3.2.
            Line Sort Field
            Sort line items in your template by the values of a chosen field. Text fields sort alphabetically. Number fields sort from smallest to largest.
            Show Customer Discount
            Show quote-level customer discounts in your quote totals.
            Show Partner Discount
            Show quote-level partner discounts in your quote totals.
            Show Renewed Products
            Show renewed products on renewal quotes made from this template.
            Show All Package Products
            Show all bundle products on quote documents. Otherwise, Salesforce CPQ only shows package products with only nonzero quantities.
            Show Bundled Products
            Show quote line items that have their Bundled fields selected on documents made from this template.
            Show Discount Schedule
            Choose how to display discount schedules on the quote document. Per Quote Line displays the discount schedule and its tiers right-aligned under each quote line.
            Hide Group Subtotals
            Hide group subtotal fields on documents made from this template.
            Hide Totals
            Hide total fields on documents made from this template.
            Line Numbering
            Specify how to number line items on made documents. “Start at quote” numbers all lines in order, starting at 1, across the quote regardless of groups. “Start at group” resets numbers to 1 at the beginning of a group.
            • Filter Line Items by Template Section
              Group and display line items in different sections of your quote template. This feature is useful if you want to organize line items by a shared value such as product type or price range. Your sales reps can deliver CPQ quote documents with clearly-organize line item groupings to their customers. (Salesforce CPQ Managed Package)
            • Print or Hide Totals in Line Item Sections
              Customize which of your template sections show totals, subtotals, or discounts for their line items. This feature is useful if you have several template sections with filtered line items. (Salesforce CPQ Managed Package)
            • Group Line Items in Quote Templates
              Group a quote document’s quote lines by shared values of a standard or custom field. If a quote contains many quote lines with shared field values, grouping lines this way makes related quote documents easier to read. (Salesforce CPQ Managed Package)
             
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