Before you add images to quote templates, consider a few key points.
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 |
- You can store images for uploading in your file system or in Salesforce CRM Content.
- If you store images on the Documents tab or the Static Resources page, you get a web address that you can use to insert the image.
- If you insert an image that’s too large, it’s cropped when users create quote PDFs from the template. To prevent cropping, click Save and Preview after you insert an image, and then resize the image as needed.
- To insert an image from a public web address outside Salesforce (such as your company’s website), contact Salesforce and ask to have the public URL allowlisted for your Salesforce org.