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Rotate Pages Sales Quote Template

Rotate Pages Sales Quote Template

Aug 6th, 2022

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How to Rotate Pages Sales Quote Template

5 out of 5

50 votes

This video tutorial explains how Salesforce admins can customize quote PDFs using quote templates. It covers enabling Quotes in Salesforce Classic, adding the Quotes related list to page layouts, and customizing a Quote template. First, admins should enable Quotes in their organization by using the Quick Find box to locate and select Quotes Settings, then clicking Enable and Save. After enabling, it’s important to ensure the Quotes related list is included in all relevant page layouts. The tutorial highlights the need to add Quotes to both custom and generic opportunity page layouts to facilitate quote creation for various types of opportunities.

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