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Protect Sales Quote Template

Protect Sales Quote Template

Aug 6th, 2022

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Simple instructions on the way to Protect Sales Quote Template

Having full control of your documents at any moment is important to relieve your daily tasks and increase your productivity. Accomplish any objective with DocHub features for document management and hassle-free PDF editing. Access, modify and save and integrate your workflows along with other safe cloud storage services.

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Choose a document you want to upload from the computer or integrated cloud storage (Box, Google Drive, or OneDrive).
Gain access to DocHub advanced editing features with a user-friendly interface and modify Sales Quote Template according to your needs.
Protect Sales Quote Template and save adjustments.
Very easily correct any errors just before going forward with your document export.
Download, export and send out or easily share your document along with your co-workers and clients.
Get back to your document or create Templates to improve your productivity

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How to Protect Sales Quote Template

4.7 out of 5

50 votes

In this tutorial, we learn how to customize quote PDFs in Salesforce. The process begins by enabling Quotes in the Salesforce Classic org using the Quick Find box to access Quotes Settings and clicking on Enable and Save. After enabling Quotes, it’s essential to ensure the Quotes related list is added to all relevant page layouts. The organization features two custom page layouts for business-to-business and business-to-consumer opportunities, alongside the default Salesforce opportunity layout. It's important to add the Quotes related list to each layout to allow salespeople to create quotes across all opportunity types, as quotes may vary based on the opportunity type.

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