Loading

Quote Lines do not appear in the CPQ Quote Document

게시 일자: Dec 10, 2025
상세 설명
Quote Lines rendering on the Quote Document are dependent on multiple configuration settings. If the expected Quote Lines are not visible, check the settings below.
솔루션

Product

  • Ensure the Quote Line isn’t marked as Hidden. Quote lines marked as Hidden are excluded from appearing on the Quote Document.


Product Option

  • The Quote Line Visibility field on the Product Option containing a value of 'Never', or 'Editor Only' will prevent Quote Lines from rendering on the Quote Document.


Quote Template

  • Show Renewed Products
    • True: renewed Products render on the Quote Document. 
    • False: renewed Products will NOT render on the Quote Document.
  • Show All Package Product 
    • True: any Parent Bundle Quote Lines with a Net Total of $0 will render on the Quote Document. 
    • False: any Parent Bundle Quote Lines with a Net Total of $0 will NOT render on the Quote Document. 
  • Show Bundled Products 
    • True: any Quote Lines with Bundled set to True on the corresponding Product Option record will render on the Quote Document. 
    • False: any Quote Lines with Bundled set to True on the corresponding Product Option record will NOT render on the Quote Document.
  • Hide Component Products 
    • True: any Product Option of Type Component will NOT render on the Quote Document.  
    • False: any Product Option of Type Component will render on the Quote Document. 


Template Section

  • Ensure that Filter fields (Filter Field, Filter Operator, and Filter Value) are not filtering out the Quote Line you are expecting to see.
  • Roll-up field consolidates Quote Lines into a single line on the Quote Document, based on any Quote Line field returning the same value. For example, setting this field to a value of 'Product' guarantees that all Quote Lines with a Lookup to the same Product record will consolidate into one line.

 

Line column:

  • If any line column's 'Hide On Product Options" field is marked as True, although the line does show up on the quote document, it will display text as "Included", and no real information from quote line will appear for that product option.
Knowledge 기사 번호

000382166

 
로드 중
Salesforce Help | Article