Activity › Forums › Salesforce® Discussions › How do I edit a quote in a PDF in Salesforce?

  • Aditya

    Member
    September 24, 2020 at 9:15 am
    1. Modifying Quote Template in salesforce : In this salesforce tutorial we are going to learn how to modify a quote template in salesforce. salesforce.com provides us an easy way to generate quotes in PDF format. ...
    2. Select Save.
    3. Select Templates.
    4. Select Edit.
    5. Select OK. Now Finally select Save the settings.

  • Kritik

    Member
    October 20, 2023 at 6:05 am

    Hello Ratnesh,
    Direct editing of a quote in a PDF within Salesforce is not possible. However, you have the option to edit the template from which the PDF is generated. By altering the template, subsequent PDFs generated from that template will reflect the changes you've made.
    Aditya has provided an answer on this topic that you can refer.
    For more details on generating and customizing quote PDFs in Salesforce, you might find this resource helpful: https://arrify.com/generate-quote-pdf-salesforce/.
    I hope that helps! Let me know if you have any further questions.

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