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Create Template Sections
Use sections to position and style template content for your quote document. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All CPQ Editions |
Sections are blocks of information that contain a piece of template content. For example, you can create a template section record to handle styling and positioning of your quote’s line items. In this case, populate the section’s Content field with a lookup to the template content you associated with your quote lines. Your quote template can contain multiple template sections, and you can use the same template section in different quote templates.
- Click New Template Section on your quote template’s Sections related list.
- Enter a section name.
- Choose the content for this section.
- Enter a number in Display Order. This number determines how the section is positioned on the quote page relative to other sections. Values are ordered top-down with 1 as the highest.
- Choose a conditional print field. Values for this field refer to a checkbox on the associated quote record. If that field is selected, this section appears on PDF quote documents.
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If your template section contains line items, you can choose a group field. The quote
template shows line items in this section organized by their values for your selected
field.
Use this field only if your template section is associated with template content where Type is set to Line Items.
- Enter a value for Top Margin and Bottom Margin, in inches, to space each section relative to any section above or below it.
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To control where page breaks occur in your section, choose values for the page break
fields.
Important If Keep Together is set to Always, the section runs off the bottom of the page where it starts, past the margin, and doesn’t continue on the next page. Data past the edge of the page doesn’t appear anywhere in the document. To avoid this issue, set Keep Together to Auto, and if you want the template section to start on next page, use Page Break = Before and after as needed. -
To group line items in this section by a field, select a value for Group Field.
Note Salesforce CPQ ignores Group Field if your quote’s Group Line Items field is selected.
- Conditionally Show Template Sections
Show sections in your sales rep’s quote template based on the values of a quote field. This feature is useful if your documents may include supplementary material based on the type of quote your sales rep is selling. For example, you could show a template section with RFQ information only if your quote was made in response to an RFQ. (Salesforce CPQ Managed Package)
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