This opportunity summary template pulls data from Salesforce opportunity records to provide a comprehensive Opportunity overview. The template includes standard opportunity fields such as description, amount, and stage, as well as related line items. In addition, this template includes details about the most recent activity in the Activity History, as well as recent messages from the Chatter feed. This template is ideal for creating detailed, custom reports in seconds that can be shared with sales leads and executives.

Output type: PDF


Download this template in 2 easy steps. For more detailed instructions, click here.

1. Download Template File

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2. Download Unmanaged Package (For Custom Fields/Images)

3. Import Template Into S-Docs