This article will give you an overview of the different ways sales reps will interact with the Quote Line Editor to edit and configure the quote lines that will appear in your quote.
In-Line Editing of Description
Users can double-click the rich text Description fields in the Line Editor to edit the Product Description. When the user hovers over the Description field with their mouse, a pencil icon appears to indicate that the field can be edited.
Line Editor Buttons
The sales rep has many ways to interact with the Line Editor:
|Save||Click to Save your quote lines and return to the Quote object.|
|Quick Save||Click to Save your quote lines to the Quote object without leaving the page.|
|Cancel||Click to return to the Quote object without saving your changes.|
|Reset Discounts||Click to reset all discretionary discounts.|
This menu can contain standard buttons or custom actions that the administrator has created. Standard buttons include:
|Calculate||Click to execute all calculations, including all price and product rules that target quote lines.|
|Delete Lines||Click to delete multiple lines from the Line Editor at once. This will only appear if the administrator has selecte Multi-Line Delete from Configuration Settings.|
|Groups||See Line Item Groups for more information.|
Column Header Sorting in Quote Line Editor
Users may sort columns in the Quote Line Editor by clicking the arrow to the right of the column header. Columns with alphabetical values may be sorted by alphabetical or reverse-alphabetical order, while columns with numerical values may be sorted by ascending or descending order.
Summarized Fields in the Line Editor
Admins can designate line fields to be summarized so that sales users can better analyze their Quote. This is useful for displaying sub-totals for specific quote line fields in the line editor, or for seeing the list total alongside the net total or total discount amount.