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Simple Quote Template

This article explains the Simple Quote template in plain language so admins can adapt it easily.

Overview​

The template creates a quote PDF by merging the quote header, line items, owner, and account name. Use it as a starting point for proposals or simple quotes.

Quick reference​

  • Setup name: Simple Quote
  • Template name: Simple Quote PDF
  • Output file type: pdf

Download Template​

📥 Download Simple Quote Template

What this template does​

Presents quote header fields and quote line items in a PDF. Good for small proposals or internal price lists.

Adapting this template

Decide which quote line columns and totals you need and keep the layout compact for readability.

Data items​

  • Quote — primary record (quote number, expiration date)
  • Quote Lines — line items (product, quantity, unit price, totals)
  • Owner — user who owns the quote (name, title)
  • Account — related account (name)

When adapting, confirm which quote line fields and totals you want to display and adjust the template accordingly.

Practical example (how to use)​

  1. Import the template into Viewer.
  2. Ensure the Simple Quote setup is active for the Quote object.
  3. Generate a PDF for a Quote record and verify the line items and totals appear as expected.

Example: generate a PDF for Quote 0QO... and confirm product lines and totals match the source record.

Best practices​

  • Start testing with a quote that has a few line items.
  • Verify rounding and totals follow your business rules before wider use.