Define the look of your company’s quote PDFs by creating templates that your sales reps can choose when they create quote PDFs.
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 |
- From Setup, enter Templates in the Quick Find box, then select Quote Templates (Lightning Experience) or Templates under Quotes (Salesforce Classic).
- Click New, and then select a template, such as Standard Template, on which to base your new template.
- Give your new template a name, and then click Save.
-
In the template editor, drag the elements that you want to the template, and then complete the
details.
- To add one or more Quote fields or fields from related objects, use a section and add fields to it.
- To add text that you can edit and format, such as terms and conditions, use Text/Image Field.
- To add an image, such as your company logo, use Text/Image Field.
- To add a table of Quote fields or fields from a different object, such as Quote Line Item, use a list.
- Click Quick Save to save your changes and continue working on the template.
-
Click Save and Preview to make sure that the quote PDFs that users
create look the way you want them to.
Preview shows templates in system administrator profile view. The preview and the template show the rich text and images that you’ve added. Other data is simulated.
Important Save and Preview saves changes to your template, so after you preview, you can’t undo them. - Click Save when you’re finished.
- Return to the Quote Templates page, and then click Activate.