To keep your quote records accurate and organized, it helps if the page layout has
fields grouped into sections and includes several related lists. (Salesforce CPQ Managed Package)
Required Editions
Available in: All Salesforce CPQ Editions
Sections
The Asset Detail section is on the Quote page layout by default, but make sure it has the
following fields.
Quote Detail
Column 1
Column 2
Quote Number
Account
Primary
Opportunity
Start Date
Type
Subscription Term
Status
Expires On
Sales Rep
Primary Contact
Quote Lines View
Address Information
Column 1
Column 2
Bill To Name
Ship To Name
Bill To Street
Ship To Street
Bill To City
Ship To City
Bill To State
Ship To State
Bill To Postal Code
Ship To Postal Code
Bill To Country
Ship To Country
Partner Information
Column 1
Column 2
Distributor
Partner
Distributor Discount
Partner Discount
Avg. Partner Disc. (%)
Deal Desk
Column 1
Column 2
List Amount
Total Contract Value
Net Amount
Annual Contract Value (1st Year)
Customer Amount
Incremental Service Value
Additional Disc. (%)
Total ARR
Addl. Disc. Amount
Total MRR
Total Customer Disc. Amount
Total NRR
Avg. Customer Disc. (%)
Total Cost
Lost Revenue Due to Discounting (%)
Margin (%)
Lost Revenue Due to Discounting (Amt)
Margin (AMT)
Quote Summary
Column 1
Column 2
Software Total
Services Total
Hardware Total
Professional Services Total
Software Maintenance Total
Training Total
Hardware Maintenance Total
Custom Item Total
Approval Information
Column 1
Column 2
Approval Level
Approval Needed From:
Print Options
Column 1
Column 2
Print Cover Letter
Print Discounts
Auto Group Line Items
Print Line Item Prices
Print Line Items
Print Terms
Introduction
Notes
Sales Contract Information
Column 1
Column 2
Master Contract
Governing Law
Payment Terms
Include Trial Provisions
Additional Terms
Account Renewal Model
Liability Cap
Renewal
SLA
Renewal Uplift (%)
Billing Frequency
Custom Contract Status
Resource Location
Order By Quote Line Group
Quote Process ID
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