Sorting quote line items in Lightning Experience can be a hassle, but with these tips, you can easily arrange them in any order you want. Salesforce makes it easy to sort quote line items directly from the Quote-related list view. Sales reps can easily sort quote line items in the order they want. Their preferred sort order is also updated in related opportunities and PDF quotes when they are synced. This increases the productivity of your Reps and makes your quotation looks better as per customer need.

This feature is available in Lightning Experience in Performance and Developer editions and in Professional, Enterprise, and Unlimited editions with the Sales Cloud.

Steps:

From the related list view on a quote that you’re editing, click the Sort button and drag the items to the order you want.

Note:

You can sort quotes with up to 200 lines.

Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.