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            Create and Email Quote PDFs

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            Create and Email Quote PDFs

            Provide quotes to your customers the easy way: via PDF. Create quote PDFs from a standard template or from your company’s design. Email quotes to your customers. Then delete quotes that you no longer need.

            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
            User Permissions Needed
            To create or email quote PDFs: Edit on quotes

            See Also

             
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