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Salesforce Quoting Tool | SilkQuote

Salesforce Quoting Tool | SilkQuote

Salesforce Quote Templates | SilkQuote

Salesforce Quote Templates | SilkQuote

Salesforce Quote Template Builder | SilkQuote

Salesforce Quote Template Builder | SilkQuote

Salesforce Quote Generator | SilkQuote

Salesforce Quote Generator | SilkQuote

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configurator section-fields

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.

By Skylar Rhodes — Salesforce Revenue Systems Architect, SilkQuote Developer

Configure Template Sections & Fields

Steps

  1. Select a template in Configuration Manager.
  2. In each section, click “+ Add Field”.
  3. Set Name, Field API Name, Source Object, Section Identifier, optional display order, show label, and conditions.
  4. Save and drag-and-drop to reorder.

Notes

  • Item Columns controls line-item columns; Totals controls summary fields; Description adds a full-width narrative block.

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