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            Add a Totals Section to a Quote Template

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            Add a Totals Section to a Quote Template

            Include subtotal and grand total amounts for your quote.

            Required Editions

            Available in: Salesforce Classic and Lightning Experience
            Available in: Performance and Developer Editions
            In Sales, also available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To create quote templates: Customize Application
            To view quote templates: View Setup and Configuration
            1. Do either of the following.
              1. Select Standard Template when you create a template, and then modify the totals section as needed.
              2. Drag a section onto the layout of any template, and then drag total-related fields (such as Subtotal and Grand Total) to the right half of the section. If you’re placing the section directly below a list, hide the title.
            2. Click Wrench icon, and then select right field alignment.
            3. Save your changes.

            See Also

             
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