Provide quotes to your customers the easy way: via PDF. Create quote PDFs from a
standard template or from your company’s design. Email quotes to your customers. Then delete
quotes that you no longer need.
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
|
| User Permissions Needed |
| To create or email quote PDFs: |
Edit on quotes |
