I'm new to this product and have been asked to prepare a proposal document. I'm using Salesforce Orders and order products. I would like to divide the products into two sections on my document. One section would have the license fees and the other would have the implementation fees associated with the purchase. I'm having trouble finding a way to identify the specific order product and then tagging my document appropriately. Can I do this by adding product families or through the name?
I'm probably missing something really simple, but just seem to be going in circles. Any help would be greatly appreciated!
Thank you,
Carrie
Best answer by DocGenVinnie
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