Remove heading in the Service Quote Template

Aug 6th, 2022
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  2. Add a Service Quote Template that needs editing, or make it from scratch.
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  4. Pick the tool from the top toolbar to remove heading in Service Quote Template and apply it.
  5. Proofread your content to make sure it is correct.
  6. Click Download/Export to save your record.
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How to remove heading in the Service Quote Template

4.7 out of 5
44 votes

hey this is a quick little tutorial on how to clean up the formatting that Excel does when you create a table um if we go into our home setting and format as a table and lets go ahead and select um this option here were going tell it my table has headers so that it makes that the dark blue hit okay and well see Excel does a couple kind of funky things it autof filters thats fairly easy to get rid of we go up to data and hit filter and it will eliminate that but this column one is a pain you cant hit delete you cant get rid of very easily so what were going to do is rightclick format cells and then were going to select custom were going to get rid of where it says general and just type in semicolon semicolon semicolon and when we hit okay it should delete for us and it goes back to a nicer looking table without excels Auto input for blank header header uh cells thanks a lot for watching I hope this helps

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You can manage previously created customized quote templates in the Your customized quote templates section. To view template options, hover over the customized quote template, then click the Actions dropdown menu and select an option: Edit: edit the quote template.
Go to the quote term where you want to add a display condition. In the Use Conditions related list, click New Term Conditions. Use the term condition fields to create a logical condition. Salesforce CPQ evaluates this condition whenever it generates a quote document that references this quote term.
Create and Manage Quotes Click New Quote on the Quotes related list on an opportunity. The Subtotal , Discount , Total Price , and Grand Total fields show values from the opportunity. Complete the fields. Save your changes. A unique quote number is added.
You can modify a quotes terms by selecting Modify Terms from a quote record, which takes you to the Modify Quote Terms page. Choose a template to see all the terms associated with that template. Select the text box for a term to edit it.
In the template editor, drag the elements that you want to the template, and then complete the details. To add: One or more Quote fields or fields from related objects, use a section and add fields to it. Text that you can edit and format, such as terms and conditions, use Text/Image Field .
Select Edit Lines on a quote record to open the quote line editor. The quote line editor lets you view all your quote lines and apply changes across the entire quote or to individual lines.
Select a Template. Creating winning quotes is a learning process. Add Client Information. Make sure you include who the quote is for. Enter the Quote Number. Include a Date of Issue. Enter Products or Services. Add Terms and Conditions. Include Notes. Add Optional Details.

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