Add Company Logos to Quote Templates
- Select a document folder or click Create New Folder from the Documents page.
- Click New Document.
- Provide document name.
- Upload your image.
- Select Externally Available Image on the document detail page.This field indicates that the image is available for HTML email templates, such as a logo in a letterhead. It also indicates that the image doesn’t require a Salesforce username and password to view in an email. However, Salesforce CPQ does require a username and password for viewing the image as a custom app logo or custom tab icon.
- Copy the document ID which is the string of numbers at the end of the document record’s URL.
- Return to your quote template and enter the document ID in the Logo Document ID field.
- Click on Save.