Preview a Template with Real Data
Use an actual Opportunity to validate formatting and content
Create Terms Rules
Offer optional or required Terms based on Opportunity data
Configure Template Sections & Fields
Control which fields render in Company, Customer, Quote, Description, Item Columns, and Totals
Set or Change the Template Logo
Display the correct logo for each template
Edit or Delete a Template
Maintain your library of quote templates
Create a New Template
Define rules, branding, grouping, and layout for quotes
Open the SilkQuote Configuration Manager
Manage templates, sections, logos, and terms in one place
Grant Access with the Permission Set
Give users the right to generate quotes and manage configurations
Add the Generate Quote Quick Action to Opportunity
Expose one-click quote generation on the Opportunity page
Attach Terms & Conditions
Append standard or conditional Terms to your quote
Include a Signature Block
Add signature and date lines at the end of the quote
Apply a Draft Watermark
Mark quotes as draft during review and iteration
Set Paper Size for Your Quote
Optimize for print or regional standards with Letter, Legal, or A4
Preview a Quote without Saving
Generate a temporary PDF preview in a new tab before you save
Introducing SilkQuote: Professional PDF Quote Generation for Salesforce
Transform your Salesforce quotes into professional, branded PDF documents with our intuitive drag-and-drop interface
Generate a Quote PDF from an Opportunity
Create a professional, branded PDF and attach it to the Opportunity with one click