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Manage Your Quotes with CPQ
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            Show Images from Quote Templates in Quotes Documents

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            Show Images from Quote Templates in Quotes Documents

            Add custom rich text fields to your template content so that your sales reps can upload images directly to the Quote object. You can then show samples of your product on your quote document. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Winter ’15 and later
            Note
            Note
            • We recommend resizing large images so they don’t take up too much space on your quote document.
            • Salesforce CPQ quote documents can be up to 2 MB, which includes images and HTML. Make sure that your image doesn’t take up too much of your document, and resize if needed.
            • Salesforce CPQ quote templates don’t currently support hyperlinked images.
            1. Start by adding a rich text field on your quote.
              1. In the object management settings for quotes, go to Fields, and then click New.
              2. Set the data type to Text Area (Rich), and then add a field label.
              3. Save your changes.
              4. Add the rich text field to your quote page layout.
            2. Next, upload an image to your quote.
              1. To show the rich text editor, select your rich text field.
              2. Click the Insert Image icon.
              3. Insert an image by uploading a file or listing a URL.
              4. Add text and format your image if needed, and then save your changes.
            3. To show your image on your quote documents, add a merge field to your template content.
              1. Go to the template content that you want to include your image.
              2. Insert a merge field in the HTML template content markup editor.
              For example, if your rich text field has an API name of laptop_pic__c, your merge field is {!quote.laptop_pic__c}.
             
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