Is there a way for the sorted quote line items to populate onto a quote PDF? Standard SF sort only shows product name and we'll sometimes use the same product name multiple times in a quote (custom, etc).
4 comments
The standard quote PDF generation does not provide built-in functionality to display sorted quote line items, But by utilizing the Sort button and dragging items in the related list view, you can easily customize the order of items on the quote you are editing as below:
- Open the quote you want to edit and navigate to the related list view.
- Locate the "Sort" button on the related list view and click on it.
- Once you have clicked the "Sort" button, you will be able to drag and drop the items within the list to rearrange their order according to your preference.
- Keep in mind that you can sort quotes with a maximum of 200 lines, meaning you can rearrange up to 200 items within the list.
For more information about generating Quote PDFs in Salesforce, I recommend visiting the website https://arrify.com/generate-quote-pdf-salesforce/.
