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Highlight Sales Quote Template

Highlight Sales Quote Template

Aug 6th, 2022

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How to Highlight Sales Quote Template

4.8 out of 5

70 votes

In this video tutorial, Salesforce admins learn how to customize quote PDFs by enabling Quotes for their organization and adding the Quotes related list to page layouts. The process begins with ensuring Quotes are enabled in a Salesforce Classic org via the Quick Find box by selecting Quotes Settings, enabling it, and saving the changes. After enabling Quotes, admins should ensure the Quotes related list is available on all relevant page layouts, including two custom layouts for business-to-business and business-to-consumer deals, as well as the default opportunity layout. It’s emphasized that all opportunity page layouts should be updated so salespeople can create quotes across different opportunity types.

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