After you create a quote template, add features to enhance it.
Available in: Salesforce Classic and Lightning Experience
Available in: Performance and Developer Editions
In Sales Cloud, also available in: Professional, Enterprise, and Unlimited Editions
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.