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we will review quote templates before delving into each topic individually there are five main steps to creating a quote template the first of which is storing your logo and documents this is where you can store your company logo on the site the second step is creating a quote template this is made of the object itself plus a couple of related lists the third step is creating template content you want to do this for any sections you want displayed on your quote template so these sections may contain fields and table columns theyre available in different types such as HTML that displays different fields with any special formatting that you specify another type is line-item thats a placeholder for tables listing quote line items the columns in this table are still determined by the line columns related lists of your quote template this is where your Ill specify your layout branding where you want to enter your fields whether you want them in a tabular manner or not signing etc next we