Grant Access with the Permission Set
Grant SilkQuote access by assigning the included Salesforce Permission Set. Control which users can generate quotes and manage template configurations.
Quote Builder & PDF Proposals
for Salesforce
Frictionless Salesforce quoting with automated pricing logic, branded quote generation, and delivery tracking in a single click.
The Old Way
SilkQuote Way
Build Templates
Design Word docs with merge tags outside Salesforce, then manually upload and maintain them.
STEP 1
Build Templates
Build branded templates natively in Salesforce. Every rep stays on-brand every time.
Generate a Quote
Reps manually search for and pick a template, then generate a quote and hope they chose right.
STEP 2
Generate in One Click
SilkQuote auto-filters templates based on the deal. Reps can't pick wrong. Quote sent in seconds.
Send a Draft
Rep emails a PDF and waits, with no visibility into whether the customer even opened it.
STEP 3
Deliver to the Deal Room
SilkQuote sends a branded email with a live Deal Room link. Know the moment the buyer opens it.
Pricing
Quote templates and PDF email delivery, free for 60 days.
60-Day Free Trial
$0
Free for 60 days. No credit card. No feature limits.
Launch your first template-to-email workflow fast, and extend the trial whenever you need longer.
- Unlimited Users
- Unlimited Quote PDFs
- Unlimited Templates
- Full Feature Access
SilkQuote gives Salesforce teams a no-code quote template builder plus native PDF email delivery from Opportunities. Every feature is unlocked for the full 60 days.
*Core template building, PDF generation, and email delivery work on Professional edition and above. The Collaborative Deal Room requires Enterprise or above, or the purchase of Sites from Salesforce if you are on Professional.
Done for you
Expert Support
Need a faster rollout or custom setup? Expert support helps teams ship branded templates, delivery flows, and governance faster.
- 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
Frequently Asked Questions
Free for 60 days, with no credit card and no feature restrictions: every template builder and PDF email delivery feature, unlimited users. The trial expires at 60 days, and extensions are available. Expert services are optional.
The package license expires, so quote generation and delivery stop until it is renewed. Extending is straightforward: get in touch and tell us how quoting has been going, and we will sort out an extension that fits your rollout.
Yes. Most teams can configure templates and send their first PDF quote emails quickly. Teams that want a polished production rollout can add expert setup help.
Teams usually need expert help for complex branded templates, conditional sections, advanced delivery automation, integrations, or tighter governance.
Professional, Enterprise, Unlimited, Developer, and Performance editions.
Yes. SilkQuote supports online acceptance and works with DocuSign, Adobe Sign, and other common providers.
No. SilkQuote is a Salesforce quote template builder and PDF email delivery app, not a full CPQ pricing engine. It handles the quoting layer most teams need: branded templates, Opportunity-based PDFs, and fast quote delivery from Salesforce.
Word, Google Docs, and Excel quoting live outside Salesforce and depend on manual copying. SilkQuote keeps templates, Opportunity data merge, PDF generation, and quote email delivery in one native workflow so reps send accurate quotes without external files.
Documentation
Learn how to build Salesforce quote templates and deliver PDFs by email with SilkQuote.
Add the Generate Quote Quick Action to Opportunity
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
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
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
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
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
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
Generate a professional, branded PDF quote from any Salesforce Opportunity with one click using SilkQuote — auto-saved and ready to share without leaving CRM.