Set theme in a Sales Quote Template - Online Editor

Use our all-in-one document editor to set theme in Sales Quote Template in minutes.

DocHub enables you to set theme in Sales Quote Template easily and conveniently. Whether your document is PDF or any other format, you can effortlessly modify it using DocHub's intuitive interface and robust editing features. With online editing, you can change your Sales Quote Template without downloading or setting up any software.

DocHub's drag and drop editor makes customizing your Sales Quote Template straightforward and streamlined. We securely store all your edited documents in the cloud, letting you access them from anywhere, whenever you need. Additionally, it's easy to share your documents with people who need to review them or create an eSignature. And our native integrations with Google services let you import, export and modify and sign documents directly from Google apps, all within a single, user-friendly platform. In addition, you can quickly convert your edited Sales Quote Template into a template for recurring use.

How do you set theme in Sales Quote Template with DocHub?

First, import your Sales Quote Template to DocHub.
Next, choose ADD NEW > Select from Device or import your document yourself from the cloud.
As soon as opened, you can start applying changes using features in the top and right-hand tabs. In these tabs, you can find the possibility to set theme in your Sales Quote Template.
Choose Done at the top and then pick one of the options in the right-hand menu of the DocHub dashboard to save your document: download, merge and split, reorder pages, change formats, etc.

All completed documents are securely saved in your DocHub account, are effortlessly managed and shifted to other folders.

DocHub simplifies the process of certifying document workflows from the outset!

PDF editing simplified with DocHub

Seamless PDF editing

Editing a PDF is as simple as working in a Word document. You can add text, drawings, highlights, and redact or annotate your document without affecting its quality. No rasterized text or removed fields. Use an online PDF editor to get your perfect document in minutes.

Smooth teamwork

Collaborate on documents with your team using a desktop or mobile device. Let others view, edit, comment on, and sign your documents online. You can also make your form public and share its URL anywhere.

Automatic saving

Every change you make in a document is automatically saved to the cloud and synchronized across all devices in real-time. No need to send new versions of a document or worry about losing information.

Google integrations

DocHub integrates with Google Workspace so you can import, edit, and sign your documents directly from your Gmail, Google Drive, and Dropbox. When finished, export documents to Google Drive or import your Google Address Book and share the document with your contacts.

Powerful PDF tools on your mobile device

Keep your work flowing even when you're away from your computer. DocHub works on mobile just as easily as it does on desktop. Edit, annotate, and sign documents from the convenience of your smartphone or tablet. No need to install the app.

Secure document sharing and storage

Instantly share, email, and fax documents in a secure and compliant way. Set a password, place your documents in encrypted folders, and enable recipient authentication to control who accesses your documents. When completed, keep your documents secure in the cloud.

Drive efficiency with the DocHub add-on for Google Workspace

Access documents and edit, sign, and share them straight from your favorite Google Apps.

Install now

How to set theme in the Sales Quote Template

5 out of 5

36 votes

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

Related features

DOC Cancellation of Lease Agreement Template Templates to Download in 2024

PPR Cancellation of Lease Agreement Template Templates to Download in 2024

Excel Cancellation of Lease Agreement Template Templates to Download in 2024

JPG Cancellation of Lease Agreement Template Templates to Download in 2024

PNG Cancellation of Lease Agreement Template Templates to Download in 2024

Alter Speaker Agreement Template – BaseCRM Version

Annotate Speaker Agreement Template – BaseCRM Version

Assemble Speaker Agreement Template – BaseCRM Version

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

Contact us

What is a quote template?

A quote template is a customizable document or framework businesses use to deliver cost estimates, pricing details, and specific product or service terms to potential customers. Using a standardized format helps you deliver this information faster and makes it easier for customers to understand your offer.

How do I edit a HubSpot quote template?

0:16 6:54 How Do I Customize Quote Templates in HubSpot? - YouTube YouTube Start of suggested clip End of suggested clip And click the gear icon at the top right to get to our portal settings. And navigate on the leftMoreAnd click the gear icon at the top right to get to our portal settings. And navigate on the left hand side down to your objects drop down. And click on quotes. So the first thing it does is ask you

How do you draft a quote?

A quote should include: Your business name and address. The customers name and address. A unique quote number. The quote issue date. The quote expiry date. The description and prices of the products/services. The total amount of the sale.

How do I customize a quote template in Salesforce?

In the template editor, drag the elements that you want to the template, and then complete the details. To add: One or more Quote fields or fields from related objects, use a section and add fields to it. Text that you can edit and format, such as terms and conditions, use Text/Image Field .

How do you write a price quote template?

Step-by-step guide on how to make a quote Choose a quotation template. Enter business-related information. Add a quote number. Include the date of issue and expiry. Provide a detailed list of your products and services. Mention specific terms and conditions. Provide a timeline. Add other business or client details.

How do I customize my HubSpot quote template?

Then, to create a new customized quote template: In your HubSpot account, click the settings settings icon in the top navigation bar. In the left sidebar menu, navigate to Objects Quotes. Click the Quote templates tab. Click Customize quote template. Hover over the template you want to start with, then click Choose.

How do you create a quote template?

Select a Template. Creating winning quotes is a learning process. Add Client Information. Make sure you include who the quote is for. Enter the Quote Number. Include a Date of Issue. Enter Products or Services. Add Terms and Conditions. Include Notes. Add Optional Details.

How do you create quotes in HubSpot?

Create quotes. In your HubSpot account, navigate to Commerce Quotes. Click Create quote.

See why our customers choose DocHub

Great solution for PDF docs with very little pre-knowledge required.

"Simplicity, familiarity with the menu and user-friendly. It's easy to navigate, make changes and edit whatever you may need. Because it's used alongside Google, the document is always saved, so you don't have to worry about it."

Pam Driscoll F
Teacher

A Valuable Document Signer for Small Businesses.

"I love that DocHub is incredibly affordable and customizable. It truly does everything I need it to do, without a large price tag like some of its more well known competitors. I am able to send secure documents directly to me clients emails and via in real time when they are viewing and making alterations to a document."

Jiovany A
Small-Business

I can create refillable copies for the templates that I select and then I can publish those.

"I like to work and organize my work in the appropriate way to meet and even exceed the demands that are made daily in the office, so I enjoy working with PDF files, I think they are more professional and versatile, they allow..."

Victoria G
Small-Business

be ready to get more

Edit and sign PDFfor free

Get started now

Set theme in the Sales Quote Template

Use our all-in-one document editor to set theme in Sales Quote Template in minutes.

How do you set theme in Sales Quote Template with DocHub?

PDF editing simplified with DocHub

Drive efficiency with the DocHub add-on for Google Workspace

How to set theme in the Sales Quote Template