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            Add an Image to a Quote Template

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            Add an Image to a Quote Template

            Show an image, such as your company logo, in your quote template’s body, header, or footer.

            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 quote templates: Customize Application
            To view quote templates: View Setup and Configuration

            Before you begin, review key considerations.

            Insert an Uploaded Image

            1. To use an image that’s stored in Salesforce CRM Content, locate the image, and then download it to your local file directory.
            2. Drag Text/Image Field into place in the header, the footer, or any section in the body.
            3. Click the image icon, click Choose File, and then select the image in your file directory.
            4. Click Open and then Insert.
              The image appears in the field. To resize it, drag the sizing handles, which show the image’s height and width in pixels.
            5. Click OK.
            6. To see how the image looks in PDFs that are created from the template, click Save and Preview.
            7. To suppress the title from appearing on the template or PDF, select Hide Title in Section Properties.

            Insert an Image from a Salesforce Web Address

            1. If you need to, upload the image to the Documents tab, or define a static resource.
            2. Drag Text/Image Field into place in the header, the footer, or any section in the body.
            3. To suppress the title from appearing on the template or PDF, select Hide Title.
            4. Click OK.
            5. On the Documents tab or the Static Resources page, open the image’s detail page, click View File, and then copy its URL.
            6. In the quote template editor, click Wrench icon in the title bar of Text/Image Field.
            7. Click the image icon, and then click the Web Address tab.
            8. Paste the URL into the URL field, and then click Insert.
            9. Click OK.
            10. To see how the image looks in PDFs that are created from the template, click Save and Preview.
            Important
            Important If the image is removed from the Documents tab or Static Resources page where it’s stored, the template displays a message that the image isn’t available. Restore the image, open the template, delete the error message image, and then paste the URL again.
             
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