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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

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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

Set Paper Size for Your Quote
generator paper-size

Set Paper Size for Your Quote

Optimize for print or regional standards with Letter, Legal, or A4

Preview a Quote without Saving
generator preview

Preview a Quote without Saving

Generate a temporary PDF preview in a new tab before you save

Generate a Quote PDF from an Opportunity
generator pdf-generation

Generate a Quote PDF from an Opportunity

Create a professional, branded PDF and attach it to the Opportunity with one click