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            Add Rich Text to a Quote Template

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            Add Rich Text to a Quote Template

            Include text that you can format, such as your company’s address or terms and conditions, in your quote template’s body, header, or footer.

            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
            1. Drag Text/Image Field into place in the header, the footer, or any section in the body.
            2. Type or paste your text into the field.
            3. Format the text as needed.
            4. Click OK.

            See Also

             
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            Salesforce Help | Article