Arrange and display fields from a quote line item or any other standard or custom object that has a lookup relationship to the quote object. The added list looks like a table, with field names appearing as columns.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Performance and Developer Editions |
| In Sales, also available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create quote templates: | Customize Application |
| To view quote templates: | View Setup and Configuration |
A list can include up to 10 fields.
Note You can’t add lists to the header or footer of your quote template.
- Drag a list from the palette to the template.
- Enter a title for the list. To suppress the title from appearing on the template or PDF, select Hide Title.
- In the Object field, select the object whose fields you want to appear in the list.
- Use the Add and Remove arrows to move columns from the Available Fields list to the Selected Fields list. Use the Up and Down arrows to change the order of the columns.
- Click OK.