Salesforce Docs Portal

Create a Quote PDF from the Standard Template

Quickly create quote PDFs from the standard templates.

Required Editions

If you haven’t created custom templates or generated PDFs, start from the standard template.

Available in: Salesforce Classic and Lightning Experience
Available in: Performance and Developer Editions
In Sales, also available in: Professional, Enterprise, and Unlimited Editions
  1. On the quote detail page, generate a preview by clicking Create PDF.
  2. 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.