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Preview a Template with Real Data

Preview a Template with Real Data

Create Terms Rules

Create Terms Rules

Configure Template Sections & Fields

Configure Template Sections & Fields

Set or Change the Template Logo

Set or Change the Template Logo

Topics

articles configuration-manager configurator draft-watermark generator introduction logo-configuration paper-size pdf-generation permissions preview quick-action section-fields signature-block template-creation template-management template-preview terms terms-rules

Simple, Elegant PDF Quote Generation for Salesforce

Transform your Salesforce opportunities into professional, branded PDF quotes instantly with dynamic, customizable templates.

Build
Generate
Share
Build Templates

Build

Admins configure flexible templates directly in Salesforce with dynamic fields, conditional sections, and standardized terms & conditions all without code.

  • Configure directly in Salesforce
  • Dynamic fields & conditional sections
  • Standardized terms & conditions
  • No-code configuration
Generate Quotes

Generate

Reps generate polished PDFs with one click pulling in products, pricing, and customer information automatically, so every quote is accurate and on-brand.

  • One-click PDF generation
  • Automatic product & pricing data
  • Customer information integration
  • Accurate & on-brand quotes
Share Quotes

Share

Quotes can be previewed, saved to Salesforce, or shared via email, secure link, or integrated e-signature keeping the sales cycle moving fast.

  • Preview before sharing
  • Save directly to Salesforce
  • Email & secure link sharing
  • E-signature integration

How it Works

Learn to use SilkQuote in your quote generation process

Open the SilkQuote Configuration Manager
configurator configuration-manager

Open the SilkQuote Configuration Manager

Manage templates, sections, logos, and terms in one place

Grant Access with the Permission Set
configurator permissions

Grant Access with the Permission Set

Give users the right to generate quotes and manage configurations

Add the Generate Quote Quick Action to Opportunity
configurator quick-action

Add the Generate Quote Quick Action to Opportunity

Expose one-click quote generation on the Opportunity page

Attach Terms & Conditions
generator terms

Attach Terms & Conditions

Append standard or conditional Terms to your quote

Include a Signature Block
generator signature-block

Include a Signature Block

Add signature and date lines at the end of the quote

Apply a Draft Watermark
generator draft-watermark

Apply a Draft Watermark

Mark quotes as draft during review and iteration