Creating A Quote Template
- Sumedha Sharma
What is a Quote?
A quote is an elaborate list of products or services that a supplier sends to a potential buyer, including prices, delivery and billing addresses, payment arrangements and taxes, and so on. Depending on the stage of the sales process, quotes are assigned several statuses - Draft, In Review, Presented, Approved, Rejected, or Cancelled.
What is a Quote Template?
A quote template is an editable document that contains the prices for all of a company's goods and services, as well as a breakdown of those prices, discounts, etc.
You can personalise the way your sales reps quote your company's products and services using quote templates. Sales reps can generate quote PDFs and email them to customers by selecting standard or customised quote templates from their quote records.
How to create a Quote Template?
Log-In to your Salesforce CPQ Org & navigate to the App Launcher & search Quote Templates, click Quote Templates.
2. Click New.
3. In the Template Name field, enter the name of your choice, for example Destreza Salesforce Consulting Proposal.
4. Check Default.
On the Generate Document page, the template will be picked automatically.
5. For Top Margin field, enter 0.5.
This modification will improve the appearance of future additions to the proposal.
6. For Company Name, enter the name of your company, in this case we enter Destreza Salesforce Consulting.
7. For Company Phone, enter the company phone number. For example, (123) 456-7890.
8. For the Company Email enter the email address of your company. In this case, info@destrezasalesforcecnsulting.com
9. For Shading Color enter CDEAE0.
The company information portion is optional, but it's advisable to include everything so it's there when you need it.
This is the hex code for a light shade of green will help your new template stand apart from the existing templates.
10. Click Save.
That's all there is to it; you now have a new quote template! Although you are not need to include company information or change the shading colour, doing so will help you recognise that this template is your own. Let's have a look at how it works with a quote.
11. In the navigation bar, click Quotes.
Or
Navigate to the App Launcher & search Quotes, click Quotes.
12. For this example, let’s click Q-00007.
13. Now click Preview Document.
14. The Destrza Salesforce Consulting Proposal template should automatically be selected since it is the default. Click Preview.
15. Your Quote Template should look something like the image below. Click the X to close the preview window.
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