Having complete control over your papers at any time is crucial to ease your daily tasks and improve your productivity. Accomplish any objective with DocHub tools for document management and practical PDF editing. Gain access, modify and save and incorporate your workflows with other safe cloud storage.
DocHub offers you lossless editing, the chance to work with any formatting, and safely eSign papers without searching for a third-party eSignature software. Obtain the most from the document managing solutions in one place. Consider all DocHub capabilities right now with the free account.
Quote templates let Salesforce admins customize quote PDFs. In this video, were going to look at how you can enable Quotes for your organization, add the quotes related list to a page layout, and how to customize a Quote template. First we need to make sure Quotes are enabled in our Salesforce Classic org. Were going to use the Quick Find box to locate Quotes. Select Quotes Settings And click Enable and Save. Once weve enabled Quotes we want to make sure that the Quotes related list is available to our users on any of the page layouts they use. This org has 2 custom page layouts: One for business to business opportunities, and one for business to consumer deals. Theres also the generic opportunity layout that is provided by Salesforce If you have multiple opportunity page layouts, you should add them to each layout, so your salespeople can create quotes on any type of opportunity. Speaking of multiple page layouts, sometimes, quotes may be slightly different, depending on the type