Having full control over your files at any time is important to relieve your day-to-day tasks and boost your efficiency. Achieve any goal with DocHub tools for document management and hassle-free PDF editing. Gain access, change and save and integrate your workflows with other protected cloud storage.
DocHub gives you lossless editing, the opportunity to work with any formatting, and safely eSign papers without the need of looking for a third-party eSignature alternative. Get the most from the document management solutions in one place. Try out all DocHub features today with your free 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