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Manage Your Quotes with CPQ
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            Conditionally Show Template Sections

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            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)

            Required Editions

            Available in: Salesforce CPQ Summer ’14 and later

            The template section field Conditional Print Field can contain a value for any quote field. When you create a quote document, Salesforce CPQ checks the value of Conditional Print Field. Your quote document includes the template section only if the value of Conditional Print references these types of quote fields.

            • A text field with a value of True.
            • A formula field that evaluates to True
            • A picklist field with a value of True
            1. Go to the template section record that you want to display based on conditions.
            2. Choose a value for the Conditional Print field.
              By default, Conditional Print contains values for Group Line Items and Primary, but you can add other quote fields.
             
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