# SilkQuote — Complete Product Reference > Professional quote templates, tracking insights, and a collaborative deal room — so reps move fast, leaders stay informed, and nothing slips through the cracks. Free, native Salesforce quoting. ## Overview SilkQuote is a native Salesforce application that combines professional quote templates, tracking insights, and a collaborative deal room. Admins build controlled, branded templates with conditional fields and terms. Reps generate professional quotes in one click without leaving Salesforce. Prospects review, ask questions, and sign in a hosted deal room — while leaders track every interaction. All inside Salesforce, at zero cost. SilkQuote is installed from the Salesforce AppExchange and runs entirely within Salesforce. No external systems, no data exports, no per-user licensing fees. ## How It Works SilkQuote follows a three-step process: 1. **Build Templates** — Admins create controlled, branded templates with conditional fields, custom layouts, and terms. Every rep quotes consistently, every time. No code required. 2. **Send in Seconds** — Reps generate a professional quote from any Opportunity in one click. Product, pricing, and customer details are pulled automatically from Salesforce. 3. **Close in the Deal Room** — Prospects review, ask questions, request changes, and sign in a hosted deal room. Reps can attach supporting resources and define post-signature next steps. Leaders track every view, comment, and interaction. ## Features ### Template Configuration - Drag-and-drop template builder (no code required) - Dynamic field mapping from Opportunities, Accounts, Quotes, and custom objects - Conditional sections that adapt based on data - Customizable field labels for customer-friendly terminology - Template selection rules and precedence management - Company logo and branding controls - Paper size configuration (Letter, A4, etc.) - Draft watermark support ### Quote Generation - One-click PDF generation from Opportunities - Quick Action integration on Opportunity page - Real-time preview with live data - Preview without saving option - Automatic product, pricing, and customer detail population ### Terms & Conditions - Attachable terms & conditions documents - Terms rules for conditional inclusion - Standardized legal language management ### Deal Room - Hosted deal room per quote — no account required for prospects - Prospects review, comment, and request changes without email back-and-forth - Native e-signature — no third-party tool or account required - Shared resources: attach case studies, one-pagers, and supporting docs - Post-signature next steps presented to the customer - Full interaction tracking: email opens, page views, comments, signatures, and acceptance ### Automation & Integration - Invocable from Salesforce Flows - Email sharing and secure link distribution - Signature block inclusion ### Security & Access - Permission set-based access control - Native Salesforce security model - No external data transfer ## Pricing ### Free Plan — $0 - Unlimited users - Unlimited quote PDFs - Unlimited templates - Full feature access - No credit card required - No trial period - No usage limits ### Expert Support Services (optional) - **Quick Start Accelerator**: flat-fee setup to get your team live fast - **Production-Ready Setup**: setup, permissions, and launch checks - **Advanced Customization**: custom templates, automation, and integrations - **Ongoing Support**: retained help for teams with evolving quote-to-cash needs ## Supported Salesforce Editions - Professional - Enterprise - Unlimited - Developer - Performance ## E-Signature Compatibility SilkQuote-generated PDFs work with: - DocuSign - Adobe Sign - Other common e-signature products SilkQuote generates standard PDF files that integrate with any e-signature workflow. ## Who SilkQuote Is For SilkQuote is a good fit if you: - Use Salesforce and send quotes to prospects - Want reps quoting inside Salesforce instead of spreadsheets or Word docs - Need consistent, on-brand quotes without relying on each rep's formatting skills - Want leaders and ops teams to see quote activity without chasing reps for updates - Want prospect acceptance, e-signature, and deal room collaboration without bolt-on tools - Want quote acceptance to update Salesforce records or trigger automation - Want professional quote PDFs without CPQ complexity SilkQuote is NOT a fit if you: - Need complex product configuration (bundles, constraints, guided selling) - Require advanced pricing engines - Are looking for a full CPQ suite with billing and subscription management ## Comparison Summary **vs. Out-of-the-Box Salesforce Quotes:** SilkQuote provides branded PDFs, a collaborative deal room, e-signature, tracking insights, and Flow automation. Standard Salesforce quotes offer basic formatting with no deal room, no tracking, and no automation. **vs. Spreadsheets and Word Docs:** Reps quoting outside Salesforce creates shadow quoting, inconsistent terms, zero visibility for leaders, and no audit trail. SilkQuote keeps quoting inside Salesforce with controlled templates and full activity logging. **vs. Traditional CPQ (Salesforce CPQ, etc.):** SilkQuote is free, installs in minutes, works with Professional Edition, and any admin can manage it. Traditional CPQ costs significantly more, takes months to implement, typically requires Enterprise+, and needs specialist consultants. **vs. Conga Composer / S-Docs:** SilkQuote is purpose-built for quoting with a visual configurator, a native deal room, and prospect-facing collaboration. Conga and S-Docs are general-purpose document generation tools that require more setup for quoting use cases and do not include a deal room. ## Frequently Asked Questions **Is SilkQuote really free?** Yes, 100%. Every feature, unlimited users, no expiration. SilkQuote is supported by expert services for teams who want hands-on setup and customization. **Why is SilkQuote free?** SilkQuote is free while the product grows adoption and gathers customer feedback; expert setup and customization services are available for teams that want hands-on help. **Can I set it up myself?** Yes. Most teams can set up SilkQuote themselves and start sending quotes quickly. For teams that want a polished production rollout, SilkQuote offers expert help with setup, templates, automation, and integrations. **When do teams typically need expert help?** Teams usually need expert help when they want a faster go-live, custom templates, advanced automation, integrations, or ongoing quote-to-cash support. **What Salesforce editions are supported?** Professional, Enterprise, Unlimited, Developer, and Performance editions. **Does SilkQuote have a deal room?** Yes. Every quote gets a hosted deal room where prospects can review the quote, ask questions, request changes, and sign — without needing an account. Reps can attach supporting resources and set post-signature next steps. Leaders can see every interaction. **Does it have native e-signature?** Yes. Prospects can sign directly in the deal room with no third-party tool or account required. **Does it work with external e-signature tools?** Yes. SilkQuote-generated PDFs also work with DocuSign, Adobe Sign, and other common e-signature products. ## Documentation - [Visualforce Template](https://www.silkquote.com/visualforce-template/): Use a custom Apex controller and Visualforce page to generate fully custom PDF quotes from SilkQuote. - [Product Field Sets](https://www.silkquote.com/product-field-sets/): Control which fields appear as filters and display columns in the SilkQuote Add Products panel using two optional field sets on the Product2 object. - [Product Bundles](https://www.silkquote.com/product-bundles/): Define bundle relationships between products in Salesforce so SilkQuote automatically expands a bundle's child products when a rep adds it to a quote. - [Add Products Panel](https://www.silkquote.com/add-products-panel/): Browse the full pricebook catalog, filter by product fields, and add bundles to a quote — all from the Opportunity using the Add Products panel in SilkQuote. - [Custom HTML Template](https://www.silkquote.com/custom-html-template/): Write HTML templates with merge fields, line item loops, conditional blocks, and custom CSS to generate fully custom PDF quotes from Salesforce data. - [Preview a Template with Real Data](https://www.silkquote.com/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. - [Create Terms Rules](https://www.silkquote.com/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](https://www.silkquote.com/configure-template-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](https://www.silkquote.com/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](https://www.silkquote.com/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](https://www.silkquote.com/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](https://www.silkquote.com/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](https://www.silkquote.com/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](https://www.silkquote.com/generate-quote-quick-action/): 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](https://www.silkquote.com/attach-terms-and-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](https://www.silkquote.com/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](https://www.silkquote.com/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. - [Set Paper Size for Your Quote](https://www.silkquote.com/set-paper-size-for-your-quote): Set the paper size for your SilkQuote PDF quote — choose Letter, Legal, or A4 to match print standards and regional requirements for Salesforce quotes. - [Preview a Quote without Saving](https://www.silkquote.com/preview-a-quote-without-saving/): Preview a Salesforce PDF quote without saving it using SilkQuote — instantly generate a temporary PDF to review formatting and content before committing. - [Generate a Quote PDF from an Opportunity](https://www.silkquote.com/generate-quote-pdf/): Generate a professional, branded PDF quote from any Salesforce Opportunity with one click using SilkQuote — auto-saved and ready to share without leaving CRM. ## Articles ## Contact - Website: https://www.silkquote.com - Contact form: https://www.silkquote.com/contact/ - Full LLM reference: https://www.silkquote.com/llms-full.txt - Concise LLM reference: https://www.silkquote.com/llms.txt