Quote templates let you customize the way your sales reps quote your company’s products
and services. Sales reps can select standard or customized quote templates from their quote
records, generate quote PDFs, and email them to customers.
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
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.
Add a List to a Quote Template Arrange and display fields from a quote line item or any other standard or custom object that has a lookup relationship to the quote object. The added list looks like a table, with field names appearing as columns.
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