Salesforce CPQ quote line editor template
A Salesforce CPQ quote line editor on a Quote record page: approval stages along the path, discount fields with their rules, and the product line items a rep edits. Click through it below, then read the spec the studio writes for it.
The Quote Line Editor — CPQ template running: Quote workspace with approval stages, discount rules and product line items. Use the link below to open it in its own tab and click through it.
When to start from this template
- Showing a sales operations team how quoting will feel before CPQ is configured.
- Agreeing discount thresholds and the approval stages a quote passes through.
- Prototyping a quoting page for a client who has not yet bought CPQ.
What is on the page
Read off the template itself, the way the spec export reads it.
- Highlights panel
- Status, Account, Net Total, Target Margin, Expires
- Stage path
- Draft → In Review → Approved → Presented → Accepted
- Sections
- Quote Overview (4 fields)
- Actions
- Calculate, Add Products, Submit for Approval
- Related lists
- Products, Notes & Attachments, Quote Line Items
The spec the studio writes for it
The user story and the first acceptance criteria, in Gherkin, as they land in Jira or Confluence. 5 scenarios in all; the export has every one.
As a Quote user, I want to open a Quote record and see 5 key details at a glance, run the Calculate, Add Products and Submit for Approval actions, move the record along its Stage path and work with its Products, Notes & Attachments and Quote Line Items, So that Stage stays accurate without leaving the record page.
# Scenario: Required fields on save Given a user is editing a Quote record When the user saves with any of these left empty: - "Quote Name" in "Quote Overview" - "Subscription Term (Months)" in "Quote Overview" Then the page shows an error against each empty field And the record is not saved. # Scenario: Moving Stage from "Draft" to "In Review" Given the record's "Stage" is "Draft" When the user clicks "Lock Quote & Submit" on the path Then "Stage" becomes "In Review" And Guidance for Success shows "Automated discount validation running." # Scenario: The "Products" related list Given a user is viewing a Quote record Then the "Products" list is on the page And it says there is nothing to show.
Data dictionary
Every field with the API name it would deploy under.
| Field | API name | Type | Required |
|---|---|---|---|
| Quote Name | Name | text | Yes |
| Payment Terms | Payment_Terms__c | picklist | No |
| Subscription Term (Months) | Subscription_Term_Months__c | number | Yes |
| Discount Level | Discount_Level__c | percent | No |
Make this template yours.
Open “Quote Line Editor — CPQ” in the studio, change the fields, the path and the branding, then share a link or export the spec and the Lightning page metadata. SFProto is invite-only while we test, and free for testers. Already invited? Sign in.
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