Create a Quote PDF by Selecting a Template
- Do one of the following.If you’re using Lightning Experience, click Create PDF, and then choose a template from the dropdown list.If you’re using Salesforce Classic, click the Create PDF dropdown list, and then select a template from the Recent Templates list, or click Choose Template and search for the template that you want to use.
- If you’re using Lightning Experience, click Create PDF, and then choose a template from the dropdown list.
- If you’re using Salesforce Classic, click the Create PDF dropdown list, and then select a template from the Recent Templates list, or click Choose Template and search for the template that you want to use.
- Generate a preview by clicking Create PDF.
- Save the PDF to the Quote PDFs related list byclicking Save to Quote. The PDF name is the quotename plus a version number, such asAcmeQuote_V1.