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In Salesforce CPQ, I can't seem to get rid of the "Ongoing Monthly total" and "Ongoing monthly total VAT", in my yearly quote, I've managed to change the layout and adjust everything to yearly except for this.

Does anyone know where that one lives so that it says "Total Monthly VAT" and "Net Total"

Thanks in advance.

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  • Can you please add few more details on CPQ software in use and if templates generated natively or using third party tools like Conga? – Plug Jul 31 '18 at 22:59
  • This template is generated using the native quote template tool. – Greg Aug 1 '18 at 8:03
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Net Total (SBQQ__NetTotal__c) is available in Quote Line object (SBQQ__QuoteLine__c).

I think, Total Monthly VAT is custom field created in this object.

Also, refer Line Editor tab under Setting Editor (Install packages->Configure) on how totals has been defined at your org.

Configure

0

Try changing the Line Column record's Column Heading field that controls the display text on the Quote Document.

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