Before you create quote PDFs, consider a few key points.
Required Editions
| Available in: Salesforce Classic and Lightning Experience |
| Available in: Performance and Developer Editions |
| In Sales, also available in: Professional, Enterprise, and Unlimited Editions |
- Quote PDFs don’t support right-to-left languages. The text aligns to the left side of the page instead of the right.
- Text fields in a related list in a quote PDF are truncated to fewer than 256 characters. This limit occurs on rich text area fields, other types of text fields, standard fields, and custom fields.
- Your Salesforce admin determines which status is the default for new quotes and which statuses allow you to email a quote PDF. For example, your admin can prevent you from emailing a quote whose status is In Review.
- In Lightning Experience, the Save and Email Quote button shows on quote PDFs only if the Email Quote button is already on the quote page layout.