Users can create custom Product Groupings on their Quote PDFs. Please note that this is a global setting for all users that can be enabled. It does require an extra step that can be controlled via Field Level Security on the Quote object with the "Custom Groups" field.
To enable it for users, browse to the Transaction Management Setup Tab, and then to "Preferences". Check the "Allow Quote Groups" box and click "Save".
Using Quote Groups:
Once enabled, Users will see the "Group Name" in the Line Editor screen. To add a group to a line, check the box next to the Product, enter the Group Name and click "Apply"
Once applied, the Group Name will be displayed similar to bundled items:
In order for the custom groups to be shown on the Template, the "Custom Groups" field needs to be checked.
The Custom Groups will be displayed into their own line section:
| NOTE: Custom Groups will use a Standard set of columns/fields. As of Spring 2018, these are not customizable. |