Quote Line Editor Drawers

If your quote line editor has a large field set and you want to organize the editor layout, place certain fields in a collapsible drawer below each line item. This feature removes the need for horizontal scrolling and lets you see all fields related to a quote line in one view.

Add the fields you want collapsed to the Quote Line’s Standard Line Item Drawer field set. All fields in this set appear in drawers under each quote line. You can have any number of drawers open or closed simultaneously and edit fields as needed in each drawer.

To view a Standard Product line’s drawer, click the arrow icon on the far-right side of the quote line. Select the table header arrow to collapse all line item drawers for that table.

Any rich text editor fields in Standard Line Item Drawer appear immediately below the drawer’s Details header. They appear in the same order as in the field set.