Salesforce Quote PDF Templates: How to Customize Them
Salesforce quote PDF templates let you generate a quote document from the Quote object using a built-in template editor, where you add sections, fields, related lists and images. They work well for simple quotes but offer limited layout and logic control. For branded quotes with conditional terms, complex line-item tables or e-signature, teams usually move to Word-based document generation.
How standard Salesforce quote templates work
In Salesforce, a Quote belongs to an Opportunity and contains quote line items. Admins can create quote templates in Setup and users click “Create PDF” on a quote to generate the document.
The template editor lets you add:
- Sections with fields from the quote, opportunity, account or contact.
- Related lists, such as quote line items, displayed as tables.
- Text and images, such as a logo or terms and conditions.
Quotes must be enabled in your org for these features to be available.
How to customize a Salesforce quote template
- Go to Setup and search for Quote Templates.
- Click New and base it on the standard template or an existing one.
- Drag sections, fields and related lists onto the layout.
- Add your logo and company information in the header.
- Configure the line item table columns.
- Add terms and conditions as a text section.
- Save, activate and preview with a test quote.
- Users select the template when clicking Create PDF.
Field and object names can vary by org; check Salesforce Help for the latest steps.
Limits of standard quote templates
| Limitation | Impact |
|---|---|
| Limited layout control | Hard to match brand guidelines precisely |
| Limited conditional logic | Cannot easily show or hide clauses based on deal terms |
| Basic tables | Grouping, subtotals and bundles are difficult |
| Limited formatting | Fonts, spacing and complex designs are restricted |
| No built-in e-signature | Need a separate tool for signing |
| Single-object focus | Pulling data from other systems is not supported |
Options for better quote documents
- Salesforce CPQ or Revenue Cloud for complex configuration and pricing, with its own quote document features.
- AppExchange document generation apps such as Conga Composer, S-Docs or Docs Made Easy.
- Word-based generation platforms like Noca, which use Word templates and add approvals, e-signature and ERP integration.
What a great Salesforce quote includes
- Branded header and clear quote number, date and expiry.
- Customer and contact details.
- Line items with descriptions, quantities, prices, discounts and totals.
- Optional products or alternative packages.
- Payment terms and tax details.
- Terms and conditions, varying by region or product.
- Signature block or online acceptance.
From quote to signed order
The best quote process does not end with a PDF:
- Generate the quote from Salesforce data.
- Route discounts for approval.
- Send for e-signature.
- Update the quote and opportunity status when accepted.
- Create the sales order in your ERP.
How Noca helps
Noca creates branded quotes from Salesforce data with your Word templates, including conditional terms and detailed line-item tables, then handles approvals, e-signature and ERP orders. See the Noca sales quote template or quote-to-cash with Noca.
Related guides
Frequently Asked Questions
How do I create a quote template in Salesforce?
With Quotes enabled, go to Setup, search for Quote Templates, create a new template, then drag fields, sections and related lists such as quote line items onto the layout. Save and activate it, and users can select it when creating a quote PDF.
Can I customize the Salesforce quote PDF?
Yes, within limits. You can add fields, sections, related lists, text and images using the quote template editor. For advanced formatting, conditional sections or complex tables, many teams use document generation apps or Word-based templates.
Why is the Salesforce quote template limited?
The standard quote template editor is designed for simple, consistent quotes. It offers limited layout control, conditional logic and formatting. Salesforce CPQ, Revenue Cloud and third-party document generation tools provide more advanced options.
Can Salesforce quotes be signed electronically?
Standard quote PDFs do not include built-in e-signature. You can send quote documents for signature through an e-signature tool integrated with Salesforce, which can update the quote and opportunity status automatically once signed.
What is the difference between a Salesforce quote and Salesforce CPQ?
Standard Salesforce Quotes let you create quotes with line items and generate PDFs. Salesforce CPQ, now part of Revenue Cloud, adds product configuration, advanced pricing rules, discount approvals and more sophisticated quote documents for complex sales.
Can I use Word templates for Salesforce quotes?
Yes. Document generation tools, including Conga, S-Docs, Docusign Gen and Noca, let you build Salesforce quotes in Microsoft Word with merge fields, line-item tables and conditional sections, giving you more design control than the standard editor.
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