Description
Quotes are staples of the sales world, but putting them together by hand can be tedious and error-prone. This standard quote template pulls data from your Salesforce Opportunity records into one clean, professional document. Contact information, products and prices, and terms and conditions are merged in automatically, meaning you can stop hunting through pricebooks and spend more time selling. Use this template to move deals quicker and be confident in the polished, error-free documents that you send.
Output Type: PDF
Download
Download this template in 3 easy steps. For more detailed instructions, click here.
1. Download Template File
2. Download Unmanaged Package (For Custom Fields/Images)
3. Import Template Into S-Docs
