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Manage Your Quotes with CPQ
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            Group Line Items in Quote Templates

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            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)

            Required Editions

            Available in: All Salesforce CPQ Editions
            1. Create a formula field on your quote line object. Make sure that your new formula field and the external field have the same name.
              This field inherits the value of the field on your external object.
            2. From Setup, enter Objects, select Objects, and then select Quote Template.
            3. From the Quote Template page, select Group Field.
            4. From the Values related list, click New.
            5. Add the API name of the field you made in Step 1 and click Save.
            6. On your quote template, find the Group Field field and set its value to the value you added in Step 5.
            Tip
            Tip Salesforce CPQ can set the heading label for your grouping based off a different field than you use for the rest of your grouped line items. Create a group label field on the Quote Line object using a naming convention of [field name]Label__c. For example, if the API name of your Group Field is "Required__c," the label field for it would be called "RequiredLabel__c".
             
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