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welcome to the getting started tutorial for editing quote templates in this tutorial we will teach you how to navigate through existing templates as well as customizing them to fit our needs to begin lets navigate to the setup homepage by clicking the setup link on the menu bar so now were ready to start editing some templates but first things first we need to get to them well we can do this in one of two ways the first of which is by clicking the add modify document template link under the quick link box or if were not on the setup homepage we can open up the quote tab and select document generation templates both of these links are going to take us to the same spot so lets check that out its time to get familiar with the document generation template page to begin we can specify how we want to generate our documents we can output these as either a pdf or microsoft word file the add new button is going to allow us to create a brand new document template but were not going to wor