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Preview a Template with Real Data

Preview a Template with Real Data

Create Terms Rules

Create Terms Rules

Configure Template Sections & Fields

Configure Template Sections & Fields

Set or Change the Template Logo

Set or Change the Template Logo

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Simple, Elegant PDF Quote Generation for Salesforce

Transform your Salesforce opportunities into professional, branded PDF quotes instantly with dynamic, customizable templates.

Build
Generate
Share
Build Templates

Build

Admins configure flexible templates directly in Salesforce with dynamic fields, conditional sections, and standardized terms & conditions all without code.

  • Configure directly in Salesforce
  • Dynamic fields & conditional sections
  • Standardized terms & conditions
  • No-code configuration
Generate Quotes

Generate

Reps generate polished PDFs with one click pulling in products, pricing, and customer information automatically, so every quote is accurate and on-brand.

  • One-click PDF generation
  • Automatic product & pricing data
  • Customer information integration
  • Accurate & on-brand quotes
Share Quotes

Share

Quotes can be previewed, saved to Salesforce, or shared via email, secure link, or integrated e-signature keeping the sales cycle moving fast.

  • Preview before sharing
  • Save directly to Salesforce
  • Email & secure link sharing
  • E-signature integration

How it Works

Learn to use SilkQuote in your quote generation process

Preview a Template with Real Data
configurator template-preview

Preview a Template with Real Data

Use an actual Opportunity to validate formatting and content

Create Terms Rules
configurator terms-rules

Create Terms Rules

Offer optional or required Terms based on Opportunity data

Configure Template Sections & Fields
configurator section-fields

Configure Template Sections & Fields

Control which fields render in Company, Customer, Quote, Description, Item Columns, and Totals

Set or Change the Template Logo
configurator logo-configuration

Set or Change the Template Logo

Display the correct logo for each template

Edit or Delete a Template
configurator template-management

Edit or Delete a Template

Maintain your library of quote templates

Create a New Template
configurator template-creation

Create a New Template

Define rules, branding, grouping, and layout for quotes