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Manage Your Quotes with CPQ
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            Make a Standard Template for MDQ Products

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            Make a Standard Template for MDQ Products

            Create a quote template that separates line items by segment dimensions. For example, a template containing several yearly MDQ products would show “Year 1” price dimensions in one group, even for different products. Non-segmented products appear at the end of the document. This layout is the default appearance for MDQ products in quote templates. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’16 and later
            1. Create the template content that contains your line items.
              1. From your template content page, click New.
              2. Choose Line Items for your content type.
              3. Enter a content name.
              4. Choose Standard for your table style.
              5. Click Save.
            2. Create a quote template.
              You can save time by cloning one of your existing templates and renaming it with an MDQ-specific title.
              1. In the Sections area, click New Template Section.
              2. Enter your section name.
                We recommend naming this section “Line Items.”
              3. Enter a display order
              4. Choose Line Items for your content type.
              5. Click Save.
             
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