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            Add Company Logos to Quote Templates

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            3. Salesforce CPQ

            Add Company Logos to Quote Templates

            Set your quote template to show a company logo. Company logos help your quote documents look professional and organized. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: All Salesforce CPQ Editions

            We recommend the following guidelines for logo image files.

            • The final saved resolution is PPI, not DPI.
            • 300 PPI is a good starting resolution. Ask for the highest resolution that your marketing department or customer can provide – you can always size down if needed.
            • Use a higher resolution for images with more color, information, or complex shapes. High resolutions ensure that the image avoids pixelation and distortion.
            1. From the Documents page, select a document folder or click Create New Folder.
            2. Click New Document.
            3. Provide a document name.
            4. Upload your image.
            5. On the document detail page, select Externally Available Image.
              This field indicates that the image is available for HTML email templates, such as a logo in a letterhead. It also indicates that the image doesn’t require a Salesforce username and password to view in an email. However, Salesforce CPQ does require a username and password for viewing the image as a custom app logo or custom tab icon.
            6. Copy the document ID, which is the string of numbers at the end of the document record’s URL.
            7. Return to your quote template and enter the document ID in the Logo Document ID field.
            8. Click Save.
             
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