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Add Fee Fields to Quote and Quote Line Item Page Layouts

Add Fee Fields to Quote and Quote Line Item Page Layouts

Add the Standard Fee Amount and Prorated Fee Amount fields to your Quote and Quote Line Item page layouts for users to view calculated fees.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Unlimited, and Developer Editions with Digital Insurance.
User Permissions Needed
To edit page layouts: Customize Application
  1. From the object management settings for quote, go to Page Layouts.
  2. Select the page layout that you want to update.
  3. Drag Standard Fee Amount and Prorated Fee Amount from the field palette into the desired section on the layout.
  4. Save the layout.
  5. Repeat these steps for the Quote Line Item object.
 
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