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Manage Your Quotes with CPQ
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          Large Quote Experience

          Large Quote Experience

          Configure the quote line editor so your sales reps can quickly navigate through quotes with many list items. (Salesforce CPQ Managed Package)

          Required Editions

          Available in: Salesforce CPQ 28.0 and later. Service Cloud users need the Salesforce CPQ Service Cloud Integration package 4.0 or later.

          Select Enable Large Quote Experience in your line editor package settings to begin. When you enable this feature, Salesforce CPQ changes quote line editor display so large quotes are easier to navigate.

          • Scroll down quote lines infinitely instead of moving between pages.
          • The quote line editor shows one group at a time in the main display. Select a different group from the Groups sidebar.
          • The Quote Total and Group Subtotal fields appear on the quote line and group headers respectively. These fields aren’t visible when Large Quote Experience is disabled.
          • MDQ price dimensions and the segmented and standard product tables appear as tabs.
          • Subtotals and summary rows are locked in place at the bottom of the quote line editor.
          • Click the Expand Page icon to expand the quote line editor across your display page. Click the Escape or the Expand Page icon to return to standard view.
          • Standard and segmented table headers are locked in one place at the top of the page. That way, you don’t lose your point of reference when scrolling through a list of line items.
          • As of Salesforce CPQ Summer ’19, users can collapse and expand bundles.

          Dragging and dropping quote line items isn’t available when Large Quote Experience is enabled.

          Default Bundle Setting

          The Salesforce CPQ Quote Line package setting Default Bundle Setting lets you control whether bundles appear expanded or collapsed when sales reps first add them to the quote line editor. This setting appears only when the Line Editor package settings Enable Large Quote Experience, Keep Bundles Together, and Visualize Hierarchy are selected. Salesforce CPQ can expand or collapse a bundle in Large Quote Experience only if the Product Name field is part of the Quote Line Editor field set.

           
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