Search from the Quote Line Editor

There are several ways to search for products and add them to your quote using the Salesforce CPQ quote line editor. (Salesforce CPQ Managed Package)

Available in: All Salesforce CPQ Editions

Search Filters
Use the quote line editor’s search filter to filter products, assets, or subscriptions by their field values. (Salesforce CPQ Managed Package)
CPQ Product Search
Search products in your quote’s price book by using the Product Search box on the Product Selection page. Then choose products from the results to add to your quote. (Salesforce CPQ Managed Package)
Group Product Selection by Field
Configure the Product Selection page to group products into dropdown lists organized by shared field values. This layout helps organize the Product Selection page for sales reps and is especially useful if your company has a large product catalog. (Salesforce CPQ Managed Package)
Create Search Filters for Date Ranges
Use the search filter’s Between operator to filter objects that fall within a range of two dates. (Salesforce CPQ Managed Package)
Use Lookup Fields in the Quote Line Editor
Add a lookup field to your quote lines and use it in the quote line editor to associate your quote line with another record. You can also customize the fields that appear in the lookup field’s record search box. (Salesforce CPQ Managed Package)

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