# Quote lines, discounts, groups and quote documents

*Revenue Management Consultant Study Guide · Configure, Price, Quote · Last updated October 29, 2026 · https://www.certifyforce.com/study-guide/revenue-management-consultant/configure-price-quote/quote-lines-discounts-groups-and-quote-documents*

How reps build an accurate Revenue Management quote in the line editor: one price book, transient lines, calculated fields to leave alone, discounts, decimal quantities, Instant Pricing and repricing, derived pricing, line groups, estimated taxes and Document Builder quote PDFs.

- Certification: Salesforce Revenue Management Consultant
- Exam section: Configure, Price, Quote
- Study guide: https://www.certifyforce.com/study-guide/revenue-management-consultant

**Official exam objective:**

> Given a set of customer requirements, including using Agentforce, configure and generate an accurate pricing quote.

## What the exam expects

- Add products to a quote with one price book, explain transient lines, and edit lines without overwriting calculated pricing fields.
- Apply and change line discounts, and set up decimal quantities.
- Choose between Save, Instant Pricing, Reprice All and Refresh Prices, and use derived pricing for products priced from other lines.
- Configure quote line groups and estimated taxes, and generate quote PDFs with Document Builder.

Key terms: **Transaction Line Editor** (quote and order line workspace); **transient line** (an unsaved line just added to a quote); **Instant Pricing** (recalculates prices on each edit instead of on save); **derived pricing** (Transactional Derived Pricing Scope: a price calculated from another pricing source); **Document Builder** (generates quote PDFs from templates).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Newly added products | Unsaved transient lines; not editable until saved | [View and Edit Quotes](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_edit_quotes.htm&language=en_US&type=5) |
| Price book | All products in a transaction, including children, use the same one | [View and Edit Quotes](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_edit_quotes.htm&language=en_US&type=5) |
| Fields not to edit with Salesforce Pricing | Net Unit Price, Net Total Price, Total Adjustment Amount, Pricing Term Count | [View and Edit Quotes](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_edit_quotes.htm&language=en_US&type=5) |
| Decimal quantities | DecimalQuantityRuntime permission set plus a unit of measure record | [View and Edit Quotes](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_edit_quotes.htm&language=en_US&type=5) |
| Instant Pricing | Off by default on quotes and orders; off again after reload or session expiry | [Enabling Revenue Settings](https://help.salesforce.com/s/articleView?id=sf.qocal_turn_on_quote_and_order_capture.htm&language=en_US&type=5), [View and Edit Quotes](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_edit_quotes.htm&language=en_US&type=5) |
| Reprice All vs Refresh Prices | Reprice All skips configuration; Refresh Prices also refreshes configuration and taxes | [View and Edit Quotes](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_edit_quotes.htm&language=en_US&type=5) |
| Group hierarchy | Up to five levels; every line in a group | [View and Edit Quotes](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_edit_quotes.htm&language=en_US&type=5) |
| Estimated taxes prerequisite | Tax engine and tax policy before the toggle | [Enabling Revenue Settings](https://help.salesforce.com/s/articleView?id=sf.qocal_turn_on_quote_and_order_capture.htm&language=en_US&type=5) |
| Quote PDF access | Document Builder toggle plus Document Builder User permission set | [Generate a Quote Document](https://help.salesforce.com/s/articleView?id=sf.qocal_generate_quote_document_doc_builder.htm&language=en_US&type=5), [Enabling Revenue Settings](https://help.salesforce.com/s/articleView?id=sf.qocal_turn_on_quote_and_order_capture.htm&language=en_US&type=5) |
| Default quote template | One active default per org; users can pick another | [Generate a Quote Document](https://help.salesforce.com/s/articleView?id=sf.qocal_generate_quote_document_doc_builder.htm&language=en_US&type=5) |

## Check yourself

- Why can't a rep nest groups beyond five levels?
- Where does Instant Pricing Active by Default work?
- When does Group By not work for grouping lines?
- Which Revenue Settings toggle adds derived pricing products automatically when a contributing source product is added?

## Sources

- [View and Edit Quotes in Revenue Management](https://help.salesforce.com/s/articleView?id=ind.qocal_view_and_edit_quotes.htm&language=en_US&type=5)
- [Enabling Revenue Settings](https://help.salesforce.com/s/articleView?id=sf.qocal_turn_on_quote_and_order_capture.htm&language=en_US&type=5)
- [Generate a Quote Document with Document Builder](https://help.salesforce.com/s/articleView?id=sf.qocal_generate_quote_document_doc_builder.htm&language=en_US&type=5)
- [Create a Quote](https://help.salesforce.com/s/articleView?id=ind.qocal_create_quotes.htm&language=en_US&type=5)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 11 linked practice questions, and unlimited timed mock exams are included with the Revenue Management Consultant pack (USD $19): https://www.certifyforce.com/practice-exams