Considerations for Adding Images to Quote Templates
Before you add images to quote templates, consider a few key points.
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
You can store images for uploading in your file system or in Salesforce CRM Content.
If you store images on the Documents tab or the Static Resources page, you get a web address
that you can use to insert the image.
If you insert an image that’s too large, it’s cropped when users create quote PDFs from the
template. To prevent cropping, click Save and Preview after you insert an
image, and then resize the image as needed.
To insert an image from a public web address outside Salesforce (such as your
company’s website), contact Salesforce and ask to have the public URL allowlisted for your
Salesforce org.
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