---
schema_version: "1"
id: 85359e543969dfe49e9e5c764713536f4c1590ce9f606fd1752362c36e22cd68
title: Set Up 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_landing_page.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quotes_template_landing_page.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7f3b74f5425e9a493b5391792a87a05059fb249d7ae1db9bbca5822246b32d49
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Set Up Quote Templates

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

<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>

- **[Create, Preview, and Activate Quote Templates](https://help.salesforce.com/s/articleView?id=sales.quotes_template_create.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.quotes_template_add_text.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.quotes_template_add_table.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.quotes_template_add_images.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=sales.quotes_template_add_totals.htm&release=264.0.0&type=5)**  
    Include subtotal and grand total amounts for your quote.
- **[Add a Signature Block to a Quote Template](https://help.salesforce.com/s/articleView?id=sales.quotes_template_add_signature.htm&release=264.0.0&type=5)**  
    Create signature and date lines so that customers can easily sign off on their quotes.