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Salesforce CPQ Quote Template Fields
Quote templates define the layout of the documents that your sales reps generate from a quote. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)
Required Editions
| Available in: All Salesforce CPQ Editions |
Template Information
Default
Select whether this quote template is the default selection when quotes are generated.
Deployment Status
Choose whether users can select this quote template.
- In Deployment: Hide this quote template from users while an admin edits it. Only users with Customize Application permission can see quote templates with this status.
- Deployment: Sales reps can select this quote template after clicking Generate Document or Preview Document.
Generator Name
Store the name of a Visualforce page used to generate an XSL:FO tree.
Logo Document ID
Enter the Document ID from the URL of the document that contains your logo.
Template Name
Provide a unique name for this template.
Page Information
Margins (Bottom, Left, Right, Top)
The quote document’s margins, in inches.
Page Height
The page height is in inches. 11.0 is the standard value.
Page Width
The page width in inches. 8.50 is the standard value.
Header and Footer Information
Footer Content
Select template content if you want to use it in the footer of quote documents using this template.
Footer Height
Enter the height of the footer for documents generated from this template.
Header Content
Select template content if you want to use it in the header of quote documents using this template.
Header Height
Enter the height of the header for documents generated from this template.
Terms & Conditions
Enter the default Terms & Conditions text. This text displays at the end of documents generated from this template.
Corporate Information
Company Name, Address, Fax, Phone, and Email fields
By default, a quote template inherits its company name and address information from your organization settings. You can also edit them on the quote template details page.
Company Slogan
Enter a company slogan if you want to display one on your quote documents.
Style Information
Border Color
Enter the HEX code for the table borders.
Font Family
Choose the font family for your quote document. Text on your quote document can use only fields within the template’s font family.
Group Gap (px)
Enter the number, in pixels, for the size of the gap that Salesforce CPQ adds between quote line groups in the quote document. Reducing this number closes gaps between sections that can appear after document output.
Group Shading Color
Enter the HEX code for the background of group names and descriptions.
Group Text Color
Enter the HEX code for the text color of group names and descriptions.
Term Body Indent (px)
Enter the number, in pixels, to indent term text from the term’s number.
Text Color
Enter the HEX code for the color of all text in generated quote documents.
Print Options
Customer Discount Field
Choose a field that computes a customer discount to display on the quote document. Use the default value, Total Discount (Amt), or add a custom field to the picklist. If you add a custom field, it appears on the quote document only when the template has a Group Field value.
Group Field
Organize the quote document’s line items into groups based on shared field values. For example, if you sold desktop cases with different covers, you could group your quote lines by the values of their Color field.
Salesforce CPQ ignores Group Field if your quote’s Group Line Items field is selected.
Hide Component Products
Your quote document doesn’t show product options.
Hide Group Subtotals
Your quote document doesn’t show group subtotals.
Hide Totals
Your quote document doesn’t show quote totals.
Line Numbering
Choose how to number line items on the quote document.
- “Start at quote” gives your first line item a value of 1, and then continues to the last line item, even if your quote document contains groups.
- “Start at group” numbers the lines in each group, and then resets the numbering to 1 for the first line item in the next group.
Line Sort Field
Order the quote document’s line items based on a field value. If the template has a Group Field value, Salesforce CPQ orders lines within each group.
Number Terms
Show ordered numbers for your quote terms.
Roll-Up Field
Provide a field. Salesforce CPQ combines the line items into one line on the quote template when both of the following conditions apply.
- Quote lines have the same value for this field
- The line column for this field has an active Roll Up field
The new line has the quantity of all the rolled-up lines.
Show All Package Products
Show package products on the quote document. If you don’t select this value, the quote document shows package products only with non-zero values.
Show Bundled Products
Show quote line items for product options with a selected Bundled field.
Show Customer Discount
Show quote-level customer discounts in the quote total.
Show Partner Discount
Show quote-level partner discounts in the quote total.
Show Renewed Products
Show renewed products on your quote document.
Sub-Group Field
If your quote template uses groups, you can further group line items in each group by sharing values from a different field.
