Create a Quote PDF by Selecting a Template

Select from the available templates to create a PDF.

Available in: Salesforce Classic and Lightning Experience

Available in: Performance and Developer Editions

In Sales, also available in: Professional, Enterprise, and Unlimited Editions

Choose one of these options.
- If you’re using Lightning Experience, click Create PDF, and then choose a template from the dropdown list.
- If you’re using Salesforce Classic, click the Create PDF dropdown list, and then select a template from the Recent Templates list, or click Choose Template and search for the template that you want to use.
Generate a preview by clicking Create PDF.
Save the PDF to the Quote PDFs related list by clicking Save to Quote. The PDF name is the quote name plus a version number, such as AcmeQuote_V1.

To enable accessibility in PDFs, contact Salesforce Customer Support.