---
schema_version: "1"
id: a16dad195bc38c8a9b3d5e5461ae8db5770292aa9cdfaa9e14ee985c81f42d33
title: Guidelines for Using the Quote Templates Editor
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quotes_template_customize_docs.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quotes_template_customize_docs.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7915c470893e707cca7eeb2ca6130bfee657772d50987333193110289e589968
description: While you’re creating and editing quote templates, refer to key guidelines for additional information.
products:
  - Sales Cloud
release: "264"
---
# Guidelines for Using the Quote Templates Editor

While you’re creating and editing quote templates, refer to key guidelines for additional information.

### 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>

## General Guidelines

- Click ![Expand or Collapse handle](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/quotes/eop_hp_collapse_handle_EPLE.png) beneath the palette at the top to expand or collapse it.
- In the left column, select an object to display its fields on the palette.
- Use Quick Find to easily locate items on the palette.
- To add an element to the template, drag it from the palette to the layout.
- To remove an element from the layout, drag it back to the palette, or hover over its title bar and click ![Remove Icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/sales_core/remove.png).
- For any section (including a header or footer), double-click its title bar or click ![Section Properties icon](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/wrench.png) to:
    - Hide the section title.
    - Hide field labels. (Field names appear in gray in the quote template editor, but they don’t appear on quote PDFs.)
    - Change the number of columns (one or two).
    - Adjust field alignment.
- To rename the template, click **Quote Template Properties**.
- To show field content without labels in quote template sections, headers, and footers, click ![Wrench icon](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/wrench.png), and then select the Hide checkbox.
- Use the Blank Space field to add vertical space anywhere on the template. Each Blank Space field adds five pixels of vertical space to the quote PDF.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)
    
    Note The space in the quote template preview doesn’t look the same as the space in the quote PDF.

## Guidelines for Using Headers and Footers

A header or footer is essentially a section. You can add fields to it and show or hide its title. You can’t remove a header or footer or add more sections to it.

- In the quote template editor, select an object, and then drag the fields that you want to the header or footer.
- To use an image, such as your company logo, or include extended information, such as terms and conditions, use Text/Image Field.
- To change the number of columns in your header or footer, click ![Wrench icon](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/wrench.png), and then select the number (one or two) that you want.
    - To display an image that spans the width of a page, use a one-column header or footer.
    - For terms and conditions text, use a one-column footer.
- To change field alignment within a column, click ![Wrench icon](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/wrench.png), and then select left or right alignment.
- To hide field labels, click ![Wrench icon](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/wrench.png), and then select the Hide checkbox.