The quote document
The heart of the quote lightning editor is the quote document. It is located in the inner, bright area in the center of the screen:
The document structure
In terms of document structure, you have two main orientation points here:
The labeling of the individual elements of the quote by so called Batches
Badges appear automatically in the right edge next to each quotation element. They name the particular element and therefore provide a quick overview of the quote and costing structure:
The setting of the quote columns at the top of the quote
The global column settings for the quote document are defined in the upper document margin:
You have the possibility to individually adjust this preset.
Clicking on the gear wheel at the top of the document opens a window for configuring the column layout.
- Available columns
- Sequence & Visibility
- Description & Alignment
- Column width
can be edited here.
Available columns
At this point it is determined which columns are basically available for the design of the quote.
| Label | Function |
|---|---|
| Available | Columns that are in principal present in quote lightning, but not available for this quote. |
| In use | Columns that can be used for this quote. |
| The small arrow keys can be used to move the individual columns from "Hidden" to "Visible" and vice versa. |
Visibility
Only the columns that were previously selected in the "Available columns" area will be displayed here. It is now defined which columns of it are to be displayed in the quote PDF and which are to be shown in the edit mode, e. g. for the calculation.
| Label | Function |
|---|---|
| In use | The column is visible only in the editor and in the product configuration. |
| The column is visible in the editor and in the product configuration and is also shown in the PDF | |
 | The small arrow keys can be used to move the individual columns from "Hidden" to "Visible" and vice versa. |
The changes made are immediately displayed in the blue header.
Sequence
At this point the order of the columns in the layout can be defined. This option again refers to the PDF display.
| Label | Function |
|---|---|
| Clicking on the up arrow moves a selected column up step by step. |
| Clicking the down arrow moves a selected column down step by step. |
The changes made are immediately displayed in the blue header.
Description and alignment
In this area, individual column labels and the alignment of the column content in the document can be defined.
| Label | Function |
|---|---|
| Name | Displays the field name in Salesforce |
| Description | At this point you can assign individual column labels |
| In the Alignment area you can set the text alignment of each column: Left-aligned, Centered, or Right-aligned. The formatting applies to both the column label and the values entered below it. |
The changes made are immediately displayed in the blue header.
Column width
Here you can configure the column width as shown in the PDF for each individual column.
| Label | Function |
|---|---|
| Name | Name der Spalte, wie im Bereich "Bezeichnung" festgelegt |
| Width | Here you can set the width of the column in pixels |
| With the "Schieberegler" the width can be adjusted intuitively without pixel knowledge. |
The changes made are immediately shown in the blue header:
The upper colored line shows the total width of the quote as initially defined in the style defaults.
The gray line below visualizes the column width as individually configured in the menu. As soon as the individual width exceeds the available space, the upper bar turns red. This means that the columns are displayed cut off in the PDF, so adjustments should be made.
Please note that the display in the header is only an approximation of the actual display in the document. Please check in the PDF preview if the display corresponds to the desired one.
Basic function
| Label | Function |
|---|---|
| The blue arrow discards the individual settings in the respective area and resets the configuration to the initial state. It can be activated at any point of the settings. |
Column labels
Column labels can be further customized for individual areas as required. In addition to renaming columns, this also affects the visibility of individual values for products below the respective column element.
| Label | Function | Explanation |
|---|---|---|
| Batch | Identifies the element column caption |
| The gear wheel opens the menu for editing the respective column element | Appears when you click on the column element |
Clicking on the gear wheel opens the window for editing the column labels.
| Column | Function |
|---|---|
| Name | Displays the field name in Salesforce. All columns selected in the columns menu for the total quote are shown. |
| Designation | Individual column names can be assigned at this point |
| Visibility | The Schieberegler can be used to set the visibility of the column in the editor
 Invisible |
The settings on a column element always apply only to the products directly below up to the next column caption.