Ann associate of mine asked a similar question over at Salesforce site, but I thought I would ask it here to see if some additional help:
Using the regular Salesforce Quote Template (no CPQ being used or available), I need to be able to do the following. Can anyone give me a suggestion how to do this best? I can easily get all the following items from both sections to appear together in the Quote Template List section - but I don't think this can be broken into 2 sections (using the Quote Line Items list) so I can group into two sections like I show below.
My thinking is I could use a 2nd Custom Object for the 2nd List in the Quote Template. However, this would seem to require I enter the 2nd list data into a separate section on the "Quote" page and not the "Quote Line Item" section.
Any suggestions on how I can do this would be appreciated - as seen below I need the folllowing 2 sections on the Quote Template so I can group, and then I would be working on individual Subtotals and a final grand Total:
First List Section:
Quanity Product Price 1 Chair $500.00 1 Bed $300.00 1 Desk $200.00 1 Stove $1,000.00 1 Frige $800.00
Subtotal $1,800.00 (note - need this subtotal for above)
Second List Section:
1 Lamp $20.00 1 Set Sheets $30.00 1 Pots $50.00 1 Dishes $100.00 1 TV $200.00
Subtotal $400.00 (note - need this subtotal for above)
Any help is appreciated.