The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.
Which solution would allow customers to see separate tables and subtotals organized by Product Family?

Question

The sales team at Universal Containers (UC) has received customer feedback that numerous lines on a typical Quote make it difficult to understand how the total amount breaks down across the various types of Products: Hardware, Software, and Professional Services. UC uses Quote Templates to generate Quote Documents.

Which solution would allow customers to see separate tables and subtotals organized by Product Family?

Mitchell Mansfield · Accepted Answer

Create a Line Items section and set SBQQ__ProductFamily__c as the Group field.

Mitchell Mansfield · Answer

Create Roll-Up Summary fields on the Quote for each Product Family and add them as merge fields to the Template Top.

Mitchell Mansfield · Answer

Create an HTML Template Content record with three tables to represent each Product Family.

Mitchell Mansfield · Answer

Create a Line Items section and set SBQQ__ProductFamily_c as the Roll-Up field.

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