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Add Billing Entity to Quote Template Page Layout

Learn how to add the Billing Entity field to the Quote Template page layout.

  1. Navigate to Setup > Create > Objects.
  2. Click Quote Template.
  3. In the Page Layouts section, click Edit for Quote Template Layout - V5.0.
  4. Click Fields.
  5. Drag and drop Billing Entity to the Quote Template Detail section.
  6. Click Save.