This article contains walkthroughs for creating template sections and how to position template content on the Quote Document.
TO CREATE TEMPLATE SECTIONS
Navigate to Quote Templates and select the Quote Template you wish to edit.
Click the New Template Section button in the Sections related list.
Enter a Section Name.
Choose the Content for this section. Each section is based on template content that determines what is displayed in that section.
Enter a number in Display Order. This number determines the section is positioned on the Quote page page (top-down order with 1 as the highest position) relative to other sections.
Choose a Conditional Print Field. This is a Quote field checkbox that controls whether this section will print on PDF-generated quote documents. It can also be based on a formula in order to control print behavior. The section will not print if FALSE (uncheked) and will print if TRUE (checked.)
Choose a Group Field, which will group line items in this section by the values in that field. This allows you to have different sections in different groupings. Before a field can be available in the Group Field, add the API name of the Quote Line field to the Group Field as a picklist value on the Template Section object. Note: Only applicable in Line Items section.
Choose a Roll-Up Field if you want to collapse rows of lines items in the selected section.
Select Hide Column Header to hide column headers. Note: Only applicable to sections pointing to template content type of Line Items.
Select Price Quote Totals to print quote totals after this section. Note: Only applicable in Line Items section.
Enter a value for Top Margin and Bottom Margin, in inches, to space each section respectively from the section above and / or below it.
Choose a Summary Display:
Always: Choose to display subtotal, discounts, and grand total, regardless of other settings.
Never: Choose to hide summaries regardless of other settings.
None: Choose this to render summary as defined by template fields.
Enter a HEX code for the color used to display Border Color of tables. This field only applies to sections that point to Line Item template content.
Note: You can make line item section borders "invisible" by setting this color to the same value as the background color on which the Quote Document will display. In most cases, this will be white.
Page Break Settings
Choose a page break option, if you want a page break to occur before, after, or both before and after the section.
Choose from None, Auto or Always as options for :
Keep Together: Choose this option if you want SteelBrick CPQto keep all content in the section on the same page. If the section content includes more lines than are on a page, it will split the content onto different pages.
Keep With Previous: Choose this option if you want the section to occur on the same page as the section above it.
Keep with Next: Choose this option if you want the section to occur on the same page as the section below it.
Filtering Information Settings
Choose None or Optional from the Filter Field picklist. If Optional is selected, records rendered by this section will be filtered based off the value selected in Filter Value.
Enter a Field Value used in filtering records rendered by this section.
Choose a logical operator from Filter Operator for filtering the Filter Valueagainst.
Click Save to finalize your changes.
Tip: If you'd like an image to span the entire page of an HTML Template Content section, set the image width to 540px. The image height will auto-format.