Include text that you can format, such as your company’s address or terms and
conditions, in your quote template’s body, header, or footer.
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 |
-
Drag Text/Image Field into place in the header, the
footer, or any section in the body.
-
Type or paste your text into the field.
-
Format the text as needed.
-
Click OK.
