If you’re working with quote templates, review details about quote template fields.
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 |
Note To help you understand the information that you get when you select fields for your
template, the Template Field Name column in the following table provides additional information
that doesn’t appear on PDFs that are created from the template.
| Object | Object Field | Template Field Name | PDF Field Name |
|---|---|---|---|
| User | First Name, Last Name | Prepared By (Name) | Prepared By |
| User | Prepared By (Email) | ||
| User | Phone | Prepared By (Phone) | Phone |
| User | Fax | Prepared By (Fax) | Fax |
| Company Information | Address | Organization (Address) | Company Address |
| Quote Documents | Hidden. The date when the PDF was generated and saved in the quote documents object. | Quote PDF (Created Date) | Created Date |