1. Add the fields that you want users to see on the page layouts for your objects. If a field is not on the page layout, it is hidden from users everywhere in Salesforce and Salesforce CPQ. This includes reports, list views, and search results.
2. Add the following fields to the Quote line object page layout.Product CodeProduct NameProduct Family
3. Product Code
4. Product Name
5. Product Family
6. Add the Document ID field to the Quote Document page layout so that users can view generated quote documents.
7. If your company uses bundle products, add the following fields to the product option page layout. Product NameProduct CodeDescriptionProduct Configuration TypePrice Editable
8. Product Name
9. Product Code
10. Description
11. Product Configuration Type
12. Price Editable
13. If your company plans to use block pricing, cost-markup pricing, or special features, add the relevant price fields to page layouts so that your sales reps can use them.