How to Show or Hide Line Item Columns on Proposals

(Doc ID 1999198.1)

Last updated on SEPTEMBER 09, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 16 and later
Information in this document applies to any platform.

Goal

After the creation of a proposal, a sales user has the option to choose which Line Item columns to show on this version of the proposal document. For example, the sales rep might want to hide the list price or the discount on a quote.  This article shows the process of controlling whether specific line item columns are displayed on the quote.

NOTE: All the Line Item and Optional Line Item columns that the administrator included in the chosen proposal template will be available for selection.

Solution

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