-
How do I add a quote to a PDF in Salesforce?
How do I add a quote to a PDF in Salesforce?
-
3 Replies
-
- Do one of the following. If you're using Lightning Experience, click Create PDF, and then choose a template from the dropdown list.
- Generate a preview by clicking Create PDF.
- Save the PDF to the Quote PDFs related list by clicking Save to Quote.
-
you can refer article: https://help.salesforce.com/articleView?id=quotes_create_pdf_selected_template.htm&type=5
Log In to reply.
Popular Salesforce Blogs
Top 6 Ways To Improve Communication With Customers With CRM | Salesforce
Businesses around the world have faced a sudden jolt due to the outbreak of the pandemic. The economic activities got halted, and everything and every…
Workflows in Salesforce - All You Need to Know
Workflow, like its name workflow, helps to maintain the workflow of any procedure or processes by automating any procedure as well as processes to save…
Brave Your Business Challenges With Salesforce
As any business grows, it faces a plethora of challenges along the way. To keep up with the cut-throat market competition, it is extremely important…
Popular Salesforce Videos
Salesforce Chatter Training - Staff
In this video, Kylee Durant provides a Salesforce Chatter Training overview, detailing how to enable and configure chatter groups, as well as create customer groups.
Salesforce Grid Component Modernization with Webix Widgets
Take a break and watch a short video about how we modernized the Salesforce Grid component with Webix.
Dreamforce 2021 FAQs
As the fall continues to approach, questions around Dreamforce 2021 continue to increase and that's why we've gone ahead and answered all the FAQs around…
