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            Add a Signature Block to a Quote Template

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            Add a Signature Block to a Quote Template

            Create signature and date lines so that customers can easily sign off on their quotes.

            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
            User Permissions Needed
            To create quote templates: Customize Application
            To view quote templates: View Setup and Configuration
            1. Drag Text/Image Field into the footer of your template. To right-align your signature block, or to create two signature blocks, use two columns.
            2. Enter a label for each line that you want to create. For example, enter Signature, Name, Title, or Date.
            3. To create a line where the customer can sign or write other information, press and hold the underscore key.
            4. Click OK.
            5. Save your changes.

            See Also

             
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