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Underline Sales Quote Template

Underline Sales Quote Template

Aug 6th, 2022

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How to Underline Sales Quote Template

5 out of 5

3 votes

In this video tutorial, Salesforce admins learn to customize quote PDFs and enable Quotes for their organization. The first step is to enable Quotes in Salesforce Classic by accessing the Quick Find box, selecting Quotes Settings, and clicking Enable and Save. After enabling Quotes, the Quotes related list must be added to all relevant page layouts used by the organization. The tutorial highlights two custom page layouts for business to business and business to consumer opportunities, in addition to the generic opportunity layout provided by Salesforce. It is essential to ensure that the Quotes related list is available on all types of opportunity layouts to facilitate quote creation for salespeople. The video also notes that quotes may vary slightly based on the opportunity type.

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