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Manage Your Quotes with CPQ
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            Filter Line Items by Template Section

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            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)

            Required Editions

            Available in: Salesforce Winter ’15 and later
            1. From your quote template record, go to the template section records that contains your line items.
              In this example, we’re using line items that have a Product Family field with Hardware, Software, and Warranties as possible values. We want to show 1 family of line items per our 3 template sections.
            2. Add the API name of the field you’re filtering by to your template section’s Filter Field field.
            3. Use filter fields in each template section to define the line items you want to filter. For example, the Hardware template section could include the following filter field values.
              • Filter Field: SBQQ__ProductFamily__c
              • Filter Operator: Equals
              • Filter Value: Hardware
            4. Create a “catch-all” filter for any line items that do not fit within the filtered lists. For example, you could have a section with a filter field of SBQQ__ProductFamily__c, an operator of equals, and a null filter value. This filter would include all your products that do not have a value for their product family.
             
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