What is the Quote line editor drawer and its uses?
- The Quote Line Editor Drawer in Salesforce CPQ is a feature that provides a compact and efficient way for users to view and edit quote line items.
- It offers a streamlined interface that allows sales representatives to quickly access and modify product details, pricing, and configurations without navigating away from the main quote page.
- In each quote line item, there is a row action by clicking on it sales reps can use the drawer
Steps to configure Drawer-
- Go to Setup and click on Object Manager
- Go to quote line object ( Make sure this is not a salesforce standard quote object, it is a CPQ Quote Line object SBQQ__QuoteLine__c)
- Click on Fieldset and then Standard Line Drawer
- Drag the fields that you want to add to the fieldset
- Click on Save
How can I disable the Drawer?
To remove the drawer from the QLE page, CPQ admins must remove all fields added in the Standard Line Item Drawer field set. There is no other way in the package to remove it.