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Salesforce Quote Template

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Lisa Anderson
Published on 2022-10-25
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You can use this Salesforce Quote Template to customize how your sales reps quote your company's products and services. Sales representatives can generate quote PDFs and email them to customers after selecting standard or customized quote templates from their quote records. It is, in fact, a page layout editor. It uses fields from the Quote object and Opportunity Line Items, which are Products. These templates can be stored in a library. It's exactly like having as many page layouts as you want. Depending on the situation, you may want to change the layout. So you could have a Quote Template with a signature or an acceptance block, or you could have some transactions you wish to give to a client.
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Salesforce Quote Template