Explanation:

Scenario:
The Quote contains multiple bundles. Each bundle has options from 3 Product Families: Hardware, Licenses, Maintenance. On the output document, you want different sections for each Product Family, and within each section, products should be grouped by bundle.

✅ Grouping by Bundle
You want products grouped under each bundle. CPQ quote templates allow you to group lines using the Group Field on the Line Item section. But Quote Lines don’t natively store the Bundle Name or Number.

Therefore, you’d create a formula field on Quote Line that looks up the parent bundle’s Product Name or Bundle Number. For example:
BundleName & " - " & BundleNumber
You then set this formula field as the Group Field on the line item section. That way, each Product Family section groups lines by bundle. Hence, B is correct.

✅ Filtering by Product Family
Next, you need to separate products by Product Family into different sections. The correct way to restrict products shown in each Line Item section is the Filter Field.

You’d create:
- A Line Item Section for Hardware → Filter = Product Family = “Hardware”
- A Line Item Section for Licenses → Filter = Product Family = “Licenses”
- A Line Item Section for Maintenance → Filter = Product Family = “Maintenance”

Thus, D is correct because the Filter Field ensures each section only displays its relevant products.

Why not the other options?

A. Populate the Sort Order field on each Product record to properly sort the Quote Lines within each section.
Sorting only affects cosmetic order. It doesn’t handle filtering or grouping logic. It won’t create separate sections or ensure bundles appear distinctly.

C. Create a different Line Item section for each Product Family and leverage the Conditional Print field to show the correct products.
Conditional Print hides or shows the entire section based on quote-level logic. It’s not for filtering individual quote lines inside a section. Filtering individual lines requires the Filter Field.

Hence B and D are correct.