Quote Document

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 items of the quote by so called Badges

Badges appear automatically in the right edge next to each quote item. They name the particular item and therefore provide a quick overview of the quote and calculation 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

• Visibility

• Order

• Labels & Orientation

• Columnwidth

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 present in quote lightning, but not used 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 "Available" to "In use" and vice versa.

Visibility

Only the columns that were previously selected in the "Available columns" area will be displayed here. You can now defined which columns are displayed in the quote PDF and which are 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.
PDF	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 "In use" to "PDF" and vice versa.

The changes made are immediately displayed in the blue header.

Order

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.    

Labels & Orientation

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.

The changes made are immediately displayed in the blue header.

Columnwidth

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 "rangeselector" 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.

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 item.

Label	Function	Explanation
	Badge	Identifies the item column caption
	The gear wheel opens the menu for editing the respective column item	Appears when you click on the column item

Clicking on the gear wheel opens the modal 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.
Label	Individual column names can be assigned at this point
Visibility	The rangeselector can be used to set the visibility of the column in the editor

The settings on a column item always apply only to the products directly below up to the next column caption.