We would like the ability to add sections to quotes to break up different product types. We have main components and sub components that are used with those and would like to break it up. We also have miscellaneous charges that we would like to add to another section.
We would like the ability to name each section appropriately and also have it come through as a separate sub-total at the bottom (with the same name as described above).
We think many people would benefit from this so we would love to see it happen!
Hello! My name is Hallie, and I'm a Program Manager on the CXM team. The product team confirmed that this has not been delivered for legacy quotes, but is on the roadmap for CPQ quotes! As soon as I have more updates to that being in development, I will update this post. Thanks for your patience here!
Re: Quotes - Add Sections w/ Editable Titles and Sub-Totals
@nwcarlson we're actually going to roll this out within the custom quotes beta, since those customization features will eventually become standard for all quotes. You should see the first versions of this in the beta in the next two months.
Hello! My name is Hallie, and I'm a Program Manager on the CXM team. The product team confirmed that this has not been delivered for legacy quotes, but is on the roadmap for CPQ quotes! As soon as I have more updates to that being in development, I will update this post. Thanks for your patience here!
