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Manage Your Quotes with CPQ
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            Organize MDQ Products by Template Columns

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            Organize MDQ Products by Template Columns

            Show price dimensions organized by template columns within your org’s quote documents. (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 Price Dimensions as Columns for your table style.
              5. Click Save.
              6. If your quote document also contains non-segmented products, repeat steps A through F but choose Standard for your table style.
            2. Create a quote template.
              To save time, you can clone an existing quote template and rename it with an MDQ-related title.
            3. In your quote template, click New Template Section.
            4. Choose a section name.
              We recommend using a name that clearly states the template contains line items.
            5. Enter a display order.
            6. For the Content field, choose the template content you created in Step 1.
            7. For the Group Field field, choose SBQQ__SegmentLabel__c.
              You may need to add SBQQ__SegmentLabel__c to Group Field first.
            8. From your quote template, create line column records for each of the price dimension fields that you want your quote document for display. For example, you could create line columns for quantity, uplift, and net price.
              In order for your quote document to format properly, the first line column must always be Product Name.
              Click Save.
            9. Create another template section if your quote contains non-MDQ products.
              1. From your quote template, click New Template Section.
              2. Choose the template content you created in Step
              3. For the Content field, choose the template content you created in Step 1.
              4. Enter a display order.
              5. Select Print Quote Totals.
              6. If you want to filter your table, enter SBQQ__SegmentKey__c as the filter field and equals as the filter operator.
              7. Click Save.

            You can also create a quote template that displays price dimensions as summary rows. In this case, repeat the above steps 1 through 9, but use a table style of Price Dimensions as Rows With Summary for the template content that contains your MDQ products. This template also filters out non-MDQ products, so you’ll still need to make another template content record if you have any standard products.

             
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