Quote templates and quote PDF generation
Key Takeaway
A quote template controls how a quote PDF looks, but a field on the template can still be missing from a PDF: empty fields drop out, and so do fields the user can't view or update because of field-level security.
Quote templates control how a quote looks when a sales rep turns it into a PDF for a customer. An admin builds and activates templates in Setup. Reps then pick a standard or custom template on a quote record, generate a PDF, save it to the quote, and email it to the customer.
Where quote templates work and who can use them
Quote templates and quote PDFs work in both Salesforce Classic and Lightning Experience. They are available in Performance and Developer Editions. In Sales, they are also available in Professional, Enterprise, and Unlimited Editions.
Work on templates and work on PDFs need different permissions:
| Task | Permission needed |
|---|---|
| Create quote templates | Customize Application |
| View quote templates | View Setup and Configuration |
| Create or email quote PDFs | Only the Edit permission on quotes |