Tips: Customizing Quote Template

You may be using the Salesforce default Quote feature and you want to further customize the quote template so that it matches your requirement?


To do so, we can utilize the Visualforce page feature in Salesforce (Professional Edition supported) to create the quote template instead. With Visualforce page option, the quote template and its content can be further customized (i.e. by using HTML and CSS).


For example, following is a simple quote sample with a customized background that is generated through the Visualforce page:



Additionally, emailing the generated Visualforce Quote to the respective contact or particular recipient is possible too. To find out more about this approach, check out our example posted here.