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In this video tutorial, we learn how Salesforce admins can customize quote PDFs using quote templates. The process starts by enabling Quotes in Salesforce Classic via the Quick Find box by selecting Quotes Settings, then clicking Enable and Save. Next, it's essential to add the Quotes related list to all relevant page layouts used by the organization. The video highlights that there are two custom page layouts—one for business-to-business opportunities and another for business-to-consumer deals—along with a generic opportunity layout. For organizations with multiple opportunity layouts, it’s necessary to ensure that the Quotes related list is added to each layout, facilitating quote creation for all types of opportunities.
