The Quote Line Editor
The QLE is the user interface that Salesforce CPQ provides to reps for adding, deleting, and editing products. The QLE can be configured and customized as per your business needs. We can also apply discounts and markups and calculate the pricing.
Some of the Salesforce CPQ out-of-the-box QLE features that can be customized with configurations without using code are as follows:
- Additional columns can be added to the QLE header or lines using field sets.
- We can dynamically change the column headers and adjust the column width.
- Default buttons on the QLE can be customized as per the business needs using quick actions.
Products can be grouped together and related product images can be associated as required.
The following figure shows a sample QLE with the quote header, quote line fields, and default buttons:
Figure 2.9 – QLE quote header, quote lines, and products
Using the QLE, changes can be made at the...
