Set logo in the Product Quote effortlessly

Aug 6th, 2022
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01. Upload a document from your computer or cloud storage.
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How to set logo in Product Quote effortlessly

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Handling papers like Product Quote may seem challenging, especially if you are working with this type for the first time. Sometimes even a tiny modification might create a big headache when you don’t know how to work with the formatting and steer clear of making a chaos out of the process. When tasked to set logo in Product Quote, you could always use an image editing software. Others may choose a classical text editor but get stuck when asked to re-format. With DocHub, though, handling a Product Quote is not harder than editing a file in any other format.

Try DocHub for fast and efficient papers editing, regardless of the file format you might have on your hands or the kind of document you need to fix. This software solution is online, reachable from any browser with a stable internet access. Modify your Product Quote right when you open it. We’ve designed the interface to ensure that even users without prior experience can readily do everything they need. Simplify your paperwork editing with one streamlined solution for just about any document type.

Take these steps to set logo in Product Quote

  1. Visit the DocHub site and click the Create free account button on the home page.
  2. Make use of your current email address to register and create a strong and secure password. You can even use your email account to register.
  3. Proceed to the Dashboard and add your file to set logo in Product Quote. Download it from your device or use a link to locate it in your cloud storage.
  4. When you see the file in your document list, open it for editing.
  5. Make use of the upper toolbar to add all needed changes in it.
  6. When done, save the file. You can download it back on your device, save it in files, or email it to a recipient right from the DocHub interface.

Working with different types of papers must not feel like rocket science. To optimize your papers editing time, you need a swift solution like DocHub. Manage more with all our tools on hand.

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How to Set logo in the Product Quote

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[Music] hi everyone thank you for tuning in to pace yourself today were going to talk about how to create the product image on the quote line level so when a sales rep is looking at their quote sheet they can see an image of the product so this is the image here that we put on the product record in the last video using the two fields that we created so the id which is referencing the document saved in salesforce classic and the product image link which is the formula field that creates a url to reference the image so now were going to have to create a new field but on the quote line object so go to our object manager for quote line and were going to add a new field so this field will be a formula and were going to show it as a text call it product image and click next so im going to use the insert field function im going to find the product and were going to reference the product image link field that we created in the last video always check syntax and add a description click

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How to edit the Header of Quote(Object) Page Layout? Log in to Salesforce CPQ → SetUp → In the quick find search for “Objects” → Find the “Quote” Object → Click on the “Field Sets” → Click on “Line Editor” edit → Drag and Drop the required fields or Make the required changes → Save.
Click the Customized quote templates tab. To edit, clone, or delete the customized quote template, hover over the template and click the Actions dropdown menu, then select Edit, Clone, or Delete.
Add Product Image From App Launcher, find and select Products. Select a product. In the Files related list, click Add Files. Note This field must be added to the Product page layout. Select a file, and then click Add. Click the file, click. ... For the Usage field, select Icon. Save your changes.
Add Images to Product Records From the object management settings for products, go to Custom Fields & Relationships and then click New. Create a formula field that outputs text. ... Add one of the following formulas to your field. ... Save your product image field.
Click the image icon, click Choose File, and then select the image in your file directory. Click Open and then Insert. The image appears in the field. To resize it, drag the sizing handles, which show the image's height and width in pixels.
0:00 1:44 Back to my channel today we're going over how to set up a new product in salesforce. So i am on theMoreBack to my channel today we're going over how to set up a new product in salesforce. So i am on the sales console homepage. I'm going to go by to the 3x3 app launcher. And type in products.
From Setup, enter Templates in the Quick Find box, then select Quote Templates (Lightning Experience) or Templates under Quotes (Salesforce Classic). Click New, and then select a template, such as Standard Template , on which to base your new template. Give your new template a name, and then click Save.
Add Fields to the Quote Line Editor Field Set From Setup, enter Objects , and then click Objects. Click Quote Line. From the Field Sets related list, find Line Editor, and then click Edit. Add or remove fields from the field set.
Select a Quote Template. The easiest way to begin is by choosing a predefined, professional-looking template that covers all the standard elements of a quote. ... Add Client Details. ... Add an Itemized List of Services or Goods Provided. ... Specify Your Terms and Conditions. ... Include Any Extra Details.
Navigate to the S-Docs app by clicking the App Launcher in the upper left corner and selecting S-Docs. Click over to the S-Docs Templates tab, then click New to create a new template. Create your Quote template record. ... Click Save. ... Once in the editor mode, you can design your quote template.

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