---
schema_version: "1"
id: b1fca852f5894bfe34d9c70c79c09304f735223e44ede4220d218eab65913537
title: Create, Preview, and Activate Quote Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quotes_template_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quotes_template_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 96d53054d8c081a178d1e0dc0f47819a042d2c7abf69978b0b11eaf6f0cd3419
description: Define the look of your company’s quote PDFs by creating templates that your sales reps can choose when they create quote PDFs.
products:
  - Sales Cloud
release: "264"
---
# Create, Preview, and Activate Quote Templates

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Performance</strong> and <strong>Developer</strong> Editions</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">In Sales, also available in: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d23031e81">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23031e81 ">To create quote templates: </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23031e81 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d23031e81 ">To view quote templates:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d23031e81 ">View Setup and Configuration</td>

          </tr>
        </tbody>
      </table>

Watch a Demo: [![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/resources-global/_corporate/images/play_btn.png) Creating Quote Templates (Salesforce Classic) (English only)](https://salesforce.vidyard.com/watch/_U4ePtDJHuot9OMHSZTLEA)

1. From Setup, enter Templates in the Quick Find box, then select **Quote Templates** (Lightning Experience) or **Templates** under Quotes (Salesforce Classic).
2. Click **New**, and then select a template, such as Standard Template, on which to base your new template.
3. Give your new template a name, and then click **Save**.
4. 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.
5. Click **Quick Save** to save your changes and continue working on the template.
6. 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](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_important.png)
    
    Important **Save and Preview** saves changes to your template, so after you preview, you can’t undo them.
7. Click **Save** when you’re finished.
8. Return to the Quote Templates page, and then click Activate.

#### See Also

- [Quote Template Fields](https://help.salesforce.com/s/articleView?id=sales.quotes_template_tips.htm&release=264.0.0&type=5 "If you’re working with quote templates, review details about quote template fields.")