Preview a Template with Real Data
Preview your SilkQuote template using real Salesforce Opportunity data — validate field mapping, PDF layout, and content accuracy before going live.
Close Deals 2x Faster With Interactive Salesforce Quotes
For sales teams — generate, host, and collaborate on quotes that prospects can accept directly in Salesforce.
Why SilkQuote
Professional quote templates, hosted quote pages, and interactive acceptance — without the complexity and cost of traditional CPQ.
| Out of the Box Salesforce | Traditional CPQ | SilkQuote | |
|---|---|---|---|
| Time to Go Live | Already available | Months of implementation | Up and running in hours |
| Salesforce Editions | All editions | Typically Enterprise+ only | Works with Professional Edition and above |
| Setup & Configuration | Easy | Needs a CPQ specialist | Any admin can set it up, no specialist needed |
| User Adoption | Familiar but limited | New UI to learn, low adoption | Intuitive UI, works with existing Salesforce tools |
| Time to Value | Immediate but you'll outgrow it fast | High cost, slow payoff | ROI from day one |
| Flexibility | Limited | Requires specialized consultants | Custom layouts, conditional logic, full template control |
Build Once. Quote Instantly. Close Faster.
1. Templatize
Build reusable, branded templates with conditional fields, custom layouts, and terms.
2. Generate
Reps generate a dynamic, professional quote PDF in one click or via automation.
3. Share and Accept
Share a hosted quote customers can review, comment, and accept in Salesforce.
Pricing
Immediate ROI. Expert Support when you need it.
Free App
$0
No credit card. No trial. No limits.
- Unlimited Users
- Unlimited Quote PDFs
- Unlimited Templates
- Full Feature Access
SilkQuote gives Salesforce admins a full-featured quoting tool with flexible formatting, conditional logic, and custom layouts. Free, with no limits.
Done for you
Stop Building Quotes by Hand.
Your team has better things to do than configure quote templates.
- Deals that close without chasing approvers Multi-tier flows that route, remind, and resolve.
- Quotes that generate themselves Trigger quote generation from flow or code.
- Quotes that look like your brand, not a spreadsheet Bespoke layouts, conditional sections, and more.
- Sign from any device, the moment the quote lands DocuSign, Adobe Sign, and more.
Frequently Asked Questions
Yes, 100%. Every feature, unlimited users, no expiration. SilkQuote is supported by expert services for teams who want hands-on setup and customization.
Absolutely. Most teams are sending quotes within an hour. Expert services are available for teams that want a polished, production-ready setup without the trial and error.
When you need custom templates, advanced automation, integration services, and ongoing consultative quote-to-cash support. Get in touch for a free consultation.
Professional, Enterprise, Unlimited, Developer, and Performance editions.
Yes. SilkQuote works with DocuSign, Adobe Sign, and other common e-signature products.
No. Most teams don't need a pricing engine or product configurator. They need clean, branded quotes that go out fast and get accepted. If you eventually require a CPQ solution, then SilkQuote is completely compatible with those tools.
Documentation
Learn to use SilkQuote in your quote generation process.
Create Terms Rules
Create Terms Rules in SilkQuote to conditionally include or require specific Terms and Conditions in Salesforce PDF quotes based on Opportunity data.
Configure Template Sections & Fields
Configure which Salesforce fields appear in each section of your PDF quote template — Company, Customer, Quote, Line Items, Descriptions, and Totals.
Set or Change the Template Logo
Set or change the logo in your SilkQuote PDF quote template — upload a branded logo per template to ensure every Salesforce quote looks professional.
Edit or Delete a Template
Edit or delete a SilkQuote template in Salesforce to update your quote layout, branding, or field rules — keep your template library current and accurate.
Create a New Template
Create a new SilkQuote template in Salesforce to define your PDF quote layout, branding, field grouping, and conditional rules — all without any code.
Open the SilkQuote Configuration Manager
Open the SilkQuote Configuration Manager in Salesforce to manage all quote templates, sections, field settings, logos, and Terms in one central place.
Grant Access with the Permission Set
Grant SilkQuote access by assigning the included Salesforce Permission Set. Control which users can generate quotes and manage template configurations.
Add the Generate Quote Quick Action to Opportunity
Add the Generate Quote Quick Action to your Salesforce Opportunity page layout and enable reps to create professional PDF quotes in one click.
Attach Terms & Conditions
Attach standard or conditional Terms and Conditions to your Salesforce PDF quote. SilkQuote appends terms dynamically based on Opportunity field data.
Include a Signature Block
Add a signature block to your Salesforce PDF quotes with SilkQuote — include name, title, date, and signature lines for e-signature-ready documents.
Apply a Draft Watermark
Apply a Draft watermark to Salesforce quotes to clearly mark PDFs as pending approval — keep your review process clean and prevent premature sharing.