---
schema_version: "1"
id: 4839978f9652162490a6420761b9792480c59eeef4e564029dbfb48b51cdc987
title: Things to Know About Quote Templates
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/quotes_templates_supplemental.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.quotes_templates_supplemental.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 326bd26a783b5556fb210d11d3a911c316d2beada282b7b8c15e125aee9d0f76
description: Review considerations and guidelines for working with quote templates.
products:
  - Sales Cloud
release: "264"
---
# Things to Know About Quote Templates

Review considerations and guidelines for working with quote templates.

### 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>

- **[Considerations for Creating Quote Templates](https://help.salesforce.com/s/articleView?id=sales.quotes_template_considerations.htm&release=264.0.0&type=5)**  
    Before you create a quote template, consider a few key points.
- **[Guidelines for Using the Quote Templates Editor](https://help.salesforce.com/s/articleView?id=sales.quotes_template_customize_docs.htm&release=264.0.0&type=5)**  
    While you’re creating and editing quote templates, refer to key guidelines for additional information.
- **[Considerations for Adding Images to Quote Templates](https://help.salesforce.com/s/articleView?id=sales.quotes_template_considerations_for_adding_images.htm&release=264.0.0&type=5)**  
    Before you add images to quote templates, consider a few key points.
- **[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.
- **[Quote Template and PDF Limitations](https://help.salesforce.com/s/articleView?id=sales.quotes_limitations.htm&release=264.0.0&type=5)**  
    Limitations for quote templates and PDFs.