The Sales Item Text tab in the line item details panel displays descriptive or supporting text associated with the line item in quotes and agreements. You can customize this tab by managing the visibility and editability of sales item text options for users.
Learn more
For details about the line item details panel, read View and manage line item details in the side panel in Manage line items in quotes and Manage line items in agreements.
Prerequisites
To configure sections and fields:
Verify that you have the UI EXTENSIBILITY PERMISSION. For details on assigning permissions, read Role management.
Restrict sales text visibility by UI profile
Go to the Visibility tab.
Select + Add Profile to Hide Field From.
Select the UI profiles, then select Add Profile.
Select Save.
At the top of the dialog, next to the section name, select Back to go back to the sales text list.
Select Publish.
Make sales text read-only by UI profile
Go to the Read-Only tab.
Select + Add Profile to Disable Field From.
Select the UI profiles, then select Add Profile.
Select Save.
At the top of the dialog, next to the section name, select Back to go back to the sales text list.
Select Publish.
