Using the Quote Line Editor

Select Edit Lines on a quote record to open the quote line editor. The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines.

If your quote line editor shows a field above your quote line list, you can edit that field and then save or calculate the quote to apply the field across all your quote lines. You typically use this process for applying quote-wide discounts or markups—for example, through the Additional Discount (%) or Markup (%) fields.

• Groups
  Apply discounts or obtain totals for specific sets of quote lines by organizing them into groups. You can create ad hoc groups on the quote record itself or create dedicated solution groups for selection across any quote. (Salesforce CPQ Managed Package)
• Sorting Column Headers in the Quote Line Editor
  You can sort columns in the quote line editor by clicking the arrow to the right of the column header. Columns with alphabetical values may be sorted by alphabetical or reverse-alphabetical order, while columns with numerical values may be sorted by ascending or descending order. (Salesforce CPQ Managed Package)
• Custom Actions
  Custom actions are buttons that sales reps can click to perform an action in the quote line editor, configurator, or several other detail pages. For example, sales reps can select to show a filtered section of your price book or to direct users to an internal or external URL. (Salesforce CPQ Managed Package)
• 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)
• Guidelines for Cloning Quote Lines
  Clone a product in the line editor and reconfigure the product before finalizing your quote. (Salesforce CPQ Managed Package)
• Quote Line Editor Drawers
  Organize excess line editor fields in collapsible drawers shown under each quote line. (Salesforce CPQ Managed Package)
• Guided Selling
  Create a prompt that asks sales reps about the types of products they want when they’re adding products to a quote. Salesforce CPQ reviews their answers and shows the Add Products page with a list of products that match their responses. We call this process “guided selling.” (Salesforce CPQ Managed Package)
• Show Product Image Fields in the Quote Line Editor
  If your product record contains a custom image field, you can show that image within any of that product’s quote lines in the quote line editor. (Salesforce CPQ Managed Package)
• Add Fields to the Quote Line Editor Field Set
  Add fields to the quote’s line editor field set so that the fields appear at the top of the quote line editor. Your sales reps can edit those fields and save or calculate the quote to apply the fields across quote lines. (Salesforce CPQ Managed Package)
• Optimize Column Widths in Quote Line Editor
  To give sales reps the ability to customize the layout of the quote line editor, add the ability to resize column widths. (Salesforce CPQ Managed Package)
• Large Quote Experience
  Configure the quote line editor so your sales reps can quickly navigate through quotes with many list items. (Salesforce CPQ Managed Package)
• Large Quote Performance Settings
  Improve the calculation performance for large quotes by using the Large Quote Threshold and Quote Batch Size package settings. (Salesforce CPQ Managed Package)
• CPQ Quote Line Fields
  Quote lines store information about the products that a sales rep has quoted. With certain page layout and field-level security settings, some fields aren’t visible or editable. (Salesforce CPQ Managed Package)