# SilkQuote > Frictionless quote PDFs, deal room, and e-sign for Salesforce. Generate branded PDFs from Opportunities, share them in a deal room, and close with e-signature. Free for unlimited users. SilkQuote is a native Salesforce quoting app for Opportunity-based quoting, branded PDF output, deal room sharing, e-signature, and fast setup. Admins configure branded templates and field mapping. Reps generate quote PDFs from Salesforce Opportunities, share a hosted deal room, and capture signature activity without external tools. **Key facts:** - Opportunity-based quote PDF generation - Free: unlimited users, quotes, and templates - Works with Salesforce Professional Edition and above - No-code template setup for admins - One-click quote generation from any Opportunity - Native Salesforce integration (Lightning Experience) - Collaborative deal room with e-signature, Q&A, shared resources, and next steps - Quote view tracking, open tracking, and acceptance logging - Invocable from Salesforce Flows for automation ## 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 ## Links - [Homepage](https://www.silkquote.com): Product overview, features, pricing, and demo video - [Get Started](https://www.silkquote.com/get-started/): Request free access; every team is onboarded personally at no cost - [Contact](https://www.silkquote.com/contact/): Get in touch for demos, support, or expert services - [Full LLM Reference](https://www.silkquote.com/llms-full.txt): Comprehensive product details for LLMs ## Optional - [Pricing](https://www.silkquote.com/#pricing): Free plan and Expert Support services - [Comparisons](https://www.silkquote.com/tags/?tag=comparisons): SilkQuote vs CPQ, Conga, S-Docs, and more