Activity › Forums › Salesforce® Discussions › How do I add a quote to a PDF in Salesforce? Salesforce® Discussions How do I add a quote to a PDF in Salesforce? Posted by Ratnesh on September 24, 2020 at 7:15 AM How do I add a quote to a PDF in Salesforce? Manish replied 5 years, 8 months ago 4 Members · 3 Replies 3 Replies Aditya Member September 24, 2020 at 9:17 AM Do one of the following. If you’re using Lightning Experience, click Create PDF, and then choose a template from the dropdown list. Generate a preview by clicking Create PDF. Save the PDF to the Quote PDFs related list by clicking Save to Quote. [adinserter block='9'] Ayush Member September 24, 2020 at 1:31 PM it may be help you https://help.salesforce.com/articleView?id=cpq_add_pdfs_to_quote_docs.htm&type=5 Manish Member September 24, 2020 at 3:42 PM you can refer article: https://help.salesforce.com/articleView?id=quotes_create_pdf_selected_template.htm&type=5 Log In to reply. Public All Members My Connections Only Me PublicAll MembersMy ConnectionsOnly Me Public All Members My Connections Only Me