In the Quote app I use a force.com app that adds line items to the quote. When using the standard Salesforce quote template it adds all of the quote line items to the pdf. Is it possible to use a field and some logic to not display certain line items on the quote?

Attribution to: bl2003

Possible Suggestion/Solution #1

The Quote PDF Template is pretty fixed in what you can change about it, and selectively displaying Quote Products doesn't seem to be available. What I have done before is to use a custom checkbox on QuoteLineItem called "Selected". When this box is checked, the Amount fields are displayed and roll up to the Quote, if it's not Selected, these fields show as blank. Obviously they're still on the quote as sent to the customer, but look more like "notes" than products.

Attribution to: Jeremy Nottingham
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