1. Go to the S-Docs template home page by clicking on All Tabs (+ symbol) and then selecting Templates.quote1
  2. Click the New button from the S-Doc template object home page.quote2
  3. Create your Quote template record. Be sure to select Quote from the “related to type” picklist values. Confirm you have also checked Available for Use and Initially Visible checkboxes. quote3
  4. Click Save, then click on the Template Editor button. quote4
  5. Once in the editor mode, you can design your quote template.  As a shortcut, we’ve included the template source for the standard quote object. You can use it and modify per your requirements. To use it, click on the Source button and then replace the field content with the template source provided in Appendix A ( you can simply use Copy/Paste) – but be sure you are in the “Source” mode.quote5
  6. Once your template is saved, you can click on the S-Docs button you created and placed on your quote page layout during the previous configuration steps. quote7