Include subtotal and grand total amounts for your quote.
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 |
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Do either of the following.
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Select Standard Template when you create a template, and then
modify the totals section as needed.
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Drag a section onto the layout of any template, and then drag total-related fields (such
as Subtotal and Grand Total) to the right half of
the section. If you’re placing the section directly below a list, hide the title.
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Click
, and then select right field
alignment.
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Save your changes.
