Create signature and date lines so that customers can easily sign off on their quotes.
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 quote templates: | Customize Application |
| To view quote templates: | View Setup and Configuration |
- Drag Text/Image Field into the footer of your template. To right-align your signature block, or to create two signature blocks, use two columns.
- Enter a label for each line that you want to create. For example, enter Signature, Name, Title, or Date.
- To create a line where the customer can sign or write other information, press and hold the underscore key.
- Click OK.
- Save your changes.