Having full control over your files at any time is essential to relieve your day-to-day duties and increase your efficiency. Achieve any objective with DocHub features for document management and convenient PDF file editing. Gain access, modify and save and integrate your workflows with other secure cloud storage services.
DocHub provides you with lossless editing, the possibility to work with any format, and safely eSign documents without having searching for a third-party eSignature software. Get the most of the document management solutions in one place. Consider all DocHub features right now with the free of charge profile.
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