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Things to Know About Quote Templates

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Things to Know About Quote Templates

Review considerations and guidelines for working with quote templates.

Available in: Salesforce Classic and Lightning Experience

Available in: Performance and Developer Editions

In Sales, also available in: Professional, Enterprise, and Unlimited Editions

Considerations for Creating Quote Templates
Before you create a quote template, consider a few key points.
Guidelines for Using the Quote Templates Editor
While you’re creating and editing quote templates, refer to key guidelines for additional information.
Considerations for Adding Images to Quote Templates
Before you add images to quote templates, consider a few key points.
Quote Template Fields
If you’re working with quote templates, review details about quote template fields.
Quote Template and PDF Limitations
Limitations for quote templates and PDFs.