Guidelines for Using the Quote Templates Editor | Salesforce
Guidelines for Using the Quote Templates Editor
While you’re creating and editing quote templates, refer to key guidelines for additional information.
|Available in: Salesforce Classic and Lightning Experience|
|Available in: Performance and Developer Editions|
|In Sales Cloud, also available in: Professional, Enterprise, and Unlimited Editions|
- General Guidelines
- Click 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 .
- For any section (including a header or footer), double-click its title bar or click 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 , and then select the Hide checkbox.
- Use the Blank Space field to add vertical space anywhere on the template.
- 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 , 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 , and then select left or right alignment.
- To hide field labels, click , and then select the Hide checkbox.