Quote Template and PDF Limitations

Quote Template Limitations

Sometimes , a field may not appear on the quote templates palette or on a PDF created from a template.

• Text fields can't be used on quote templates if the default value for the field exceeds 255 characters.
• If a user is unable to view or update a field because of field-level security settings, that field won't appear on PDFs created from a template, even if the template includes that field. Read-only fields will appear on PDFs.
• A field that appears on a quote page layout but does not have a value for a given quote will appear on the quote templates palette, but won't appear on PDFs created from that quote.
• Quote line item fields that don't contain data won't appear as columns in a list when a PDF is created, even if the template includes that field. For example, if no quote line items offer a discount, the Discount column won't appear, even if the list includes the Discount field.
• If a related list is not included on a quote page layout, it won't appear on the template palette or any PDFs for quotes that use that page layout.

Quote PDF Limitations

• Text fields displayed in a related list in a quote PDF are truncated to fewer than 256 characters . This limitation occurs on rich text area fields, other types of text fields, standard fields, and custom fields.
• Quote PDFs do not support right-to-left languages. The text aligns to the left side of the page instead of the right.
• Quote PDFs do not show formatting from RTA fields.