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Considerations for Creating Quote Templates
Before you create a quote template, consider a few key points.
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 |
- Quote PDFs don’t support right-to-left languages. The text aligns to the left side of the page.
- Text formatting isn’t available in the Text/Image Field for Unicode languages such as Arabic and Japanese. To make these languages visible in plain text, contact Salesforce and ask to enable the feature for foreign character support for rich text area fields in Quote PDFs.
- Advanced Currency Management isn’t available with quotes.
- The maximum number of characters that you can use in the quotes template Text/Image Field is 32,000. This number includes the hidden HTML characters that are used to format text.
- Sometimes a field doesn’t appear on the quote templates palette or on a PDF that’s created
from a template.
- If the default value for the field exceeds 255 characters, quote templates can’t include text areas or text fields.
- If a user can’t view or update a field because of field-level security settings, that field doesn’t appear on PDFs that are created from a template, even if the template includes that field. Read-only fields appear on PDFs.
- Fields that appear on a quote page layout but don’t contain data for a given quote appear on the quote templates palette but not when a PDF is created.
- Quote line item fields that don’t contain data don’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 doesn’t appear, even if the list includes the Discount field.
- If a related list isn’t included on a quote page layout, it doesn’t appear on the template palette or any PDFs for quotes that use that page layout.
- If the currency of a product on an opportunity differs from the user’s currency in a multicurrency org, currency fields for quotes and quote line items appear in both currencies. The product’s currency is converted to the user’s currency, and the converted amount appears in parentheses. Fields in quote custom reports appear in the report’s currency. Currency fields include Subtotal, Tax, and Grand Total.
- If you create a Developer or Developer Pro sandbox, templates that contain Text/Image fields can’t be opened for editing within the sandbox.
- Fields within sections have different alignment than columns within lists, so if you place a totals section below a list, its field values won’t align directly below the right-hand list values. For example, say your template includes a list of quote line items, including a Total Price column at the far right that shows the total for each line item. If you add a totals section beneath the list, and you include Subtotal, Total Price, and Grand Total fields, their values will show the total of all line items, but the amounts won’t align directly below the list’s Total Price column.
- Quote PDFs appear in both the Quote PDFs related list and the Notes & Attachments related list.
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