How To Enable Optional Line Items (Doc ID 1986520.1)

Last updated on JANUARY 28, 2016

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Goal

Optional Line Items allow businesses to add products to a quote that are excluded from the quote totals and opportunity forecasts. Including these optional line items on a proposal presents an upsell opportunity for your customers.

Optional line items are added to a quote when a line item in a configuration is unchecked, either as an upsell item or an unchecked recommended item.  They can be displayed on the proposal using the Quoting module.

Solution

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