Quote templates let you customize the way your sales reps quote your company’s products
and services. Sales reps can select standard or customized quote templates from their quote
records, generate quote PDFs, and email them to customers.
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
|
- 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.
- Add Rich Text to a Quote Template
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.
- Add a List to a Quote Template
Arrange and display fields from a quote line item or any other standard or custom object that has a lookup relationship to the quote object. The added list looks like a table, with field names appearing as columns.
- Add an Image to a Quote Template
Show an image, such as your company logo, in your quote template’s body, header, or footer.
- Add a Totals Section to a Quote Template
Include subtotal and grand total amounts for your quote.
- Add a Signature Block to a Quote Template
Create signature and date lines so that customers can easily sign off on their quotes.
