Loading
Salesforce now sends email only from verified domains. Read More
Sales Basics
Table of Contents
Filter by (0)Add
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

            Search all of Salesforce Help
            Search all of Salesforce Help
            Create a Quote PDF by Selecting a Template

            You are here:

            1. Salesforce Help
            2. Docs
            3. Sales Basics

            Create a Quote PDF by Selecting a Template

            Select from the available templates to create a PDF.

            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
            1. Choose one of these options.
              • If you’re using Lightning Experience, click Create PDF, and then choose a template from the dropdown list.
              • If you’re using Salesforce Classic, click the Create PDF dropdown list, and then select a template from the Recent Templates list, or click Choose Template and search for the template that you want to use.
            2. Generate a preview by clicking Create PDF.
            3. Save the PDF to the Quote PDFs related list by clicking Save to Quote. The PDF name is the quote name plus a version number, such as AcmeQuote_V1.

            To enable accessibility in PDFs, contact Salesforce Customer Support.

             
            Loading
            Salesforce Help | Article