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Manage Your Quotes with CPQ
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            Create Quote Line Groups

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            Create Quote Line Groups

            Use quote line groups to organize related quote lines in your quote. You can apply field values to all the group’s quote lines at once. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions
            1. From the quote line editor, click Add Group.
              Quotes with groups can’t contain ungrouped quote lines.
              If your quote already has quote lines, they’re all added to your first group.
            2. Within the group, click Add Products to open the Product Selection page.
            3. Select the products to add to your group, then click Select to return to the quote line editor.
            4. To add another group, click Add Group.
            5. To remove all groups from your quote, click Ungroup.
              Salesforce CPQ lists all the formerly grouped line items as standard line items.
            6. The left side of your quote group header contains the group’s name and description. Click these fields to edit them.
            7. The right side of your quote group header contains quote line fields that your Salesforce admin enabled for editing at the group level. You can enter a value in one of those fields to apply it to all the group’s quote lines.
            8. To clone or delete your group, click the dropdown arrow next to Add Products and then click Clone Group or Delete Group.
             
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