Quote line items are usually created by adding products to a quote in Lightning Experience. The quote must already have a price book, and each product you add must belong to that price book. These steps cover adding a line directly from the quote.
- Open the quote and choose its price book
From the opportunity, create or open a quote. If the quote has no price book yet, select one. Salesforce uses that price book to find prices for every product you add as a line item.
- Add products to the Quote Line Items related list
On the quote record, find the Quote Line Items related list and click to add products. Search the price book and select one or more products to put on the quote.
- Set quantity, price, and discount per line
For each product, enter the Quantity and adjust the Sales Price if you are not using the list price. Add a Discount percentage where the customer earns one. Salesforce calculates the line Subtotal and Total Price for you.
- Save and review the quote total
Save the lines and check the quote totals. The quote Subtotal is the sum of the line subtotals, with quote-level discount, shipping, and tax applied to reach the Grand Total. Confirm the numbers before generating a PDF.
The Product2 record being sold on this line. It must exist in the quote's price book so Salesforce can find a price.
The product-and-price combination from the quote's price book. Selecting the product on the quote sets this link for you.
How many units of the product the customer is buying on this line. Drives the Subtotal and Total Price.
The price per unit for this line. Defaults from the list price and can be overridden for a negotiated price.
- You cannot add a line item until the quote has a price book, and the product must be in that price book or it will not appear.
- Subtotal and Total Price are calculated and read-only. Change Quantity, Unit Price, or Discount to move them, not the totals directly.
- Editing line items on a synced quote changes the opportunity's products and amount. Stop the sync first if you do not want that.
- Deleting a quote line item removes it from the quote total and, on a synced quote, from the opportunity's Products related list too.