We have a new contract about to be signed but for there templates they CANNOT show any line items that have 0 value on the template, is there a way to remove this from the template?
@Chris Welch please read this resource:
https://help.salesforce.com/s/articleView?id=000382166&type=1
Reference - List of fields:
https://help.salesforce.com/s/articleView?id=sf.cpq_quote_line_fields.htm&type=5
Solution: The easiest way is to have the Quote Line marked as "Hidden" (it's a checkbox = TRUE). Quote lines marked as Hidden are excluded from appearing on the Quote Document.
You can mark the field "Hidden" manually or via automation (Product Rule, before save flow or apex)
BONUS TRACK - Additional decisions to make in some scenarios:
1. Show/hide the totals:
https://help.salesforce.com/s/articleView?id=sf.cpq_hide_totals.htm&type=5
2. Show/hide quote line columns:
https://help.salesforce.com/s/articleView?id=sf.cpq_conditional_line_columns.htm&type=5
3. Show/hide specific products:
https://sfdctuner.blogspot.com/2018/03/control-of-products-visibility-in-cpq.html
4. Show/hide products in the product selection button:
https://milomassimo.com/Salesforce-CPQ-Hiding-Products.html
Hope it helps,
David
