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The Salesforce CPQ Quote Line Editor is more than just a quoting tool—it’s a powerhouse for managing even the most complex quotes. But the real magic lies in its customization options.
With the right setup, you can create a seamless quoting experience that’s both efficient and error-free, empowering your sales reps to spend less time compiling quotes and more time closing deals.
1. Set Up Product Options for Smarter Bundling
Think about signing up for a Hulu subscription. As part of the deal, you’re offered discounted add-ons like Disney+ or a magazine subscription. This is exactly how product options work in Salesforce CPQ.
What Are Product Options?
Product options let you bundle related items with a main product. These can be added automatically or suggested manually when building a quote, depending on your configuration.
- See additional products available to customers with their purchase.
- Apply bundle-specific pricing, like including Disney+ for free rather than charging the standard monthly rate.
When you select Hulu in the Quote Line Editor, Disney+ and a magazine subscription automatically appear with the correct pricing, ensuring consistent and accurate quotes.
2. Automate Pricing with Price Rules
Let’s say Hulu offers a 10% discount for a 12-month subscription and 15% for 18 months. This scenario perfectly demonstrates price rules in action.
How Do Price Rules Work?
Price rules consist of:
- Price Conditions: When the rule should apply (e.g., subscription length is 12 months).
- Price Actions: What happens when the condition is met (e.g., apply a 10% discount).
Price rules eliminate manual calculations and errors by automating discounts or price adjustments. Sales reps see these changes reflected instantly in the Quote Line Editor, ensuring they see the correct pricing without any manual intervention.
3. Optimize User Experience with the Quote Line Drawer
Sometimes, you need to capture specific details for a product without cluttering the main screen of the Quote Line Editor. That’s where the Quote Line Drawer shines.
What Is the Quote Line Drawer?
The drawer organizes additional fields in an expandable section for each product. It keeps your Editor clean while providing easy access to relevant details.
Example: When adding a magazine subscription to a Hulu bundle, the drawer allows users to select the specific magazine they want. This detail is only relevant for magazine products, so it stays hidden unless you expand the drawer.
Benefits:
- Maintain a clean, organized layout.
- Add fields specific to individual products.
- Avoid unnecessary navigation between line items.
4. Tailor the Quote Line Editor’s Fields
After setting up product-specific fields in the Drawer, you’ll want to fine-tune the fields visible across all products in the Quote Line Editor.
Using Field Sets to Customize the Editor:
With the Quote Line Editor’s field set, you control which fields are always displayed. Standard fields often include:
- Product Name
- Quantity
- Sales Price
- Discount (% or Amount)
- Net Price
- Start Date
You can also add custom fields that help you make faster, smarter calculations. For example, when a customer purchases Hulu, you care about the monthly subscription cost, the annual total, and the monthly gross margin, which is a fixed percentage of the monthly subscription cost.
In this case, you can create and use formula fields to derive the monthly total and gross margin so that every time you make changes to a given line item in the Editor, you see those additional data points automatically calculated as well.
Why Customize?
Each business has unique data needs. By adding custom fields or removing unnecessary ones, you ensure sales reps have exactly what they need to build quotes faster and with greater accuracy.
Conclusion: Empower Your Sales Team
By combining features like product options, price rules, and the Quote Line Drawer with a tailored field setup, you can turn the Salesforce CPQ Quote Line Editor into a tool that drives efficiency and reduces errors.
Ready to elevate your quoting process? Let us help you take your sales operations to the next level! Contact us to request more information.
