Native Salesforce Quoting Built for Manufacturing Sales Teams
Stop pasting spreadsheet quotes into emails. SilkQuote generates branded, buyer-ready manufacturing quotes directly from your Salesforce Opportunities — part numbers, lead times, freight terms, and payment conditions included. No CPQ. No external tools.
How It Works
- Install and set up the SilkQuote app — follow the setup guide →
- Create the Apex Class and Visualforce Page — copy the code below and paste each file into your Salesforce org via Setup
- Create a SilkQuote Template record — in the SilkQuote app, create a new template and set the Visualforce Page name to
SilkQuote_Manufacturing
If you need any assistance, reach out to support.
Requirements
Before you install, confirm you have:
- Salesforce edition — Professional, Enterprise, or Unlimited
- System Administrator profile — required for package installation
Install SilkQuote — free, installs in minutes →
Apex Class ManufacturingPDFController.cls
// Apex Controller Class
/**
* ManufacturingPDFController
*
* Unmanaged Apex controller for SilkQuote_Manufacturing.page.
* Customers have full ownership of this class and can modify it freely.
*
* This controller is a pure data provider — it loads Salesforce records and
* exposes simple string/boolean properties. All layout and HTML lives in
* SilkQuote_Manufacturing.page, which is the only file you need to edit to
* change how the document looks.
*
* Uses "without sharing" so it works in guest/site contexts (e.g. the
* Collaboration Site iframe for quote review). Change to "with sharing"
* if you only use this template in authenticated contexts.
*
* ============================================================
* CUSTOMIZATION GUIDE
* ============================================================
* Accent color: Change ACCENT_COLOR constant below.
* Logo: Set LOGO_ID to a ContentVersion or Document Id.
* Company name: Set COMPANY_NAME (shown when no logo is set).
* Tax: In loadLineItems(), replace taxVal = 0 with
* your own tax logic.
* Layout: Edit SilkQuote_Manufacturing.page — no Apex changes needed.
* ============================================================
*/
public without sharing class ManufacturingPDFController {
// ============================================================
// CUSTOMIZE THESE
// ============================================================
private static final String ACCENT_COLOR = '#1B3A5C';
private static final String LOGO_ID = ''; // ContentVersion or Document Id
private static final String COMPANY_NAME = ''; // Shown when no logo is set
// ============================================================
// Styling
public String accentColor { get; private set; }
public String logoId { get; private set; }
public String companyName { get; private set; }
// Quote metadata
public String quoteName { get; private set; }
public String formattedDate { get; private set; }
public String validUntil { get; private set; }
// Rep / Sales contact
public String repName { get; private set; }
public String repPhone { get; private set; }
// Bill To / Ship To address (uses billing address for both)
public String accName { get; private set; }
public String accStreet { get; private set; }
public String accCityStateZip { get; private set; }
public String accCountry { get; private set; }
public String accPhone { get; private set; }
// Line items
public List<LineItemRow> lineItems { get; private set; }
public Boolean hasLineItems { get; private set; }
// Totals
public String formattedSubtotal { get; private set; }
public String formattedDiscount { get; private set; }
public String formattedTax { get; private set; }
public String formattedTotal { get; private set; }
public Boolean hasDiscount { get; private set; }
public Boolean hasTax { get; private set; }
// Terms — raw HTML from the managed package, rendered with escape="false"
public String termsHtml { get; private set; }
public Boolean hasTerms { get; private set; }
// ============================================================
// LineItemRow — one row of the products table.
// ============================================================
public class LineItemRow {
public Boolean isEven { get; set; }
public String sku { get; set; }
public String name { get; set; }
public String description { get; set; }
public Boolean hasDescription { get; set; }
public String qty { get; set; }
public String listPrice { get; set; }
public String discount { get; set; }
public Boolean hasDiscount { get; set; }
public String unitPrice { get; set; }
public String lineTotal { get; set; }
}
// ============================================================
// Constructor
// ============================================================
public ManufacturingPDFController() {
accentColor = ACCENT_COLOR;
logoId = LOGO_ID;
companyName = COMPANY_NAME;
formattedDate = formatDate(Date.today());
lineItems = new List<LineItemRow>();
hasLineItems = false;
hasTerms = false;
hasDiscount = false;
hasTax = false;
termsHtml = '';
quoteName = repName = repPhone = '';
accName = accStreet = accCityStateZip = accCountry = accPhone = '';
validUntil = '';
formattedSubtotal = formattedDiscount = formattedTax = formattedTotal = '$0.00';
Map<String, String> params = ApexPages.currentPage().getParameters();
quoteName = safe(params.get('quoteName'));
String oppId = sanitizeId(params.get('opportunityId'));
if (String.isNotBlank(oppId)) {
loadOpportunity(oppId);
loadLineItems(oppId);
}
String termsId = sanitizeId(params.get('selectedTerms'));
if (String.isNotBlank(termsId)) {
loadTerms(termsId);
}
}
// ============================================================
// Data Loading
// ============================================================
private void loadOpportunity(String oppId) {
List<Opportunity> opps = [
SELECT Id, Name, CloseDate,
Account.Name,
Account.BillingStreet,
Account.BillingCity,
Account.BillingState,
Account.BillingPostalCode,
Account.BillingCountry,
Account.Phone,
Owner.Name,
Owner.Phone
FROM Opportunity
WHERE Id = :oppId
LIMIT 1
];
if (opps.isEmpty()) return;
Opportunity opp = opps[0];
validUntil = opp.CloseDate != null ? formatDate(opp.CloseDate) : '';
repName = safe(opp.Owner.Name);
repPhone = safe(opp.Owner.Phone);
Account a = opp.Account;
accName = safe(a.Name);
accStreet = safe(a.BillingStreet);
String city = safe(a.BillingCity);
String state = safe(a.BillingState);
String zip = safe(a.BillingPostalCode);
accCityStateZip = city
+ (String.isNotBlank(state) ? ', ' + state : '')
+ (String.isNotBlank(zip) ? ' ' + zip : '');
accCountry = safe(a.BillingCountry);
accPhone = safe(a.Phone);
}
private void loadLineItems(String oppId) {
List<OpportunityLineItem> raw = [
SELECT Id, Name, ProductCode, Description,
Quantity, ListPrice, UnitPrice, TotalPrice, Discount,
silkquote__Hide_On_PDF__c
FROM OpportunityLineItem
WHERE OpportunityId = :oppId
ORDER BY SortOrder ASC NULLS LAST, Name ASC
];
Decimal sub = 0, disc = 0;
Integer n = 0;
for (OpportunityLineItem item : raw) {
if (item.silkquote__Hide_On_PDF__c == true) continue;
n++;
Decimal lineTotal = item.TotalPrice != null ? item.TotalPrice : 0;
Decimal listTotal = (item.ListPrice != null ? item.ListPrice : 0)
* (item.Quantity != null ? item.Quantity : 0);
sub += lineTotal;
disc += (listTotal - lineTotal);
LineItemRow row = new LineItemRow();
row.isEven = Math.mod(n, 2) == 0;
row.sku = safe(item.ProductCode);
row.name = safe(item.Name);
row.description = safe(item.Description);
row.hasDescription = String.isNotBlank(item.Description);
row.qty = formatQty(item.Quantity);
row.listPrice = formatCurrency(item.ListPrice);
row.hasDiscount = item.Discount != null && item.Discount > 0;
row.discount = row.hasDiscount ? formatQty(item.Discount) + '%' : '';
row.unitPrice = formatCurrency(item.UnitPrice);
row.lineTotal = formatCurrency(item.TotalPrice);
lineItems.add(row);
}
hasLineItems = !lineItems.isEmpty();
Decimal subtotalVal = sub.setScale(2, RoundingMode.HALF_UP);
Decimal discountVal = (disc < 0 ? 0 : disc).setScale(2, RoundingMode.HALF_UP);
Decimal taxVal = 0; // ✏️ Add tax logic here if needed
Decimal totalVal = (subtotalVal - discountVal + taxVal).setScale(2, RoundingMode.HALF_UP);
formattedSubtotal = formatCurrency(subtotalVal);
formattedDiscount = formatCurrency(discountVal);
formattedTax = formatCurrency(taxVal);
formattedTotal = formatCurrency(totalVal);
hasDiscount = discountVal > 0;
hasTax = taxVal > 0;
}
private void loadTerms(String termsId) {
List<silkquote__Terms__c> termsList = [
SELECT silkquote__Terms_Text_Body__c
FROM silkquote__Terms__c
WHERE Id = :termsId
LIMIT 1
];
if (!termsList.isEmpty() && String.isNotBlank(termsList[0].silkquote__Terms_Text_Body__c)) {
hasTerms = true;
termsHtml = termsList[0].silkquote__Terms_Text_Body__c;
}
}
// ============================================================
// Utilities
// ============================================================
private static String safe(String val) {
return val != null ? val : '';
}
private static String formatCurrency(Decimal val) {
if (val == null) return '$0.00';
Decimal v = val.setScale(2, RoundingMode.HALF_UP);
String raw = String.valueOf(v.abs());
Integer dot = raw.indexOf('.');
String intPart = dot >= 0 ? raw.substring(0, dot) : raw;
String decPart = dot >= 0 ? raw.substring(dot + 1) : '00';
while (decPart.length() < 2) decPart += '0';
if (decPart.length() > 2) decPart = decPart.substring(0, 2);
String result = '';
Integer count = 0;
for (Integer i = intPart.length() - 1; i >= 0; i--) {
if (count > 0 && Math.mod(count, 3) == 0) result = ',' + result;
result = intPart.substring(i, i + 1) + result;
count++;
}
return (v < 0 ? '-' : '') + '$' + result + '.' + decPart;
}
private static String formatQty(Decimal val) {
if (val == null) return '';
Long whole = val.longValue();
return (val == Decimal.valueOf(whole))
? String.valueOf(whole)
: String.valueOf(val.setScale(2, RoundingMode.HALF_UP));
}
private static String formatDate(Date d) {
if (d == null) return '';
String[] months = new String[]{
'January','February','March','April','May','June',
'July','August','September','October','November','December'
};
return months[d.month() - 1] + ' ' + d.day() + ', ' + d.year();
}
private static String sanitizeId(String raw) {
if (String.isBlank(raw)) return null;
String clean = raw.trim().replaceAll('[^a-zA-Z0-9]', '');
return (clean.length() == 15 || clean.length() == 18) ? clean : null;
}
}
Visualforce Page SilkQuote_Manufacturing.page
<apex:page controller="ManufacturingPDFController"
renderAs="pdf"
showHeader="false"
sidebar="false"
standardStylesheets="false"
applyBodyTag="false"
applyHtmlTag="false">
<html>
<head>
<meta charset="UTF-8"/>
<style>
@page {
size: letter;
margin: 0 0.35in 0.6in 0;
}
body {
font-family: 'Helvetica Neue', Helvetica, Arial, sans-serif;
font-size: 11px;
line-height: 18px;
color: #1a1a1a;
margin: 0;
padding: 0;
}
/* ── Header band ─────────────────────────────────────────── */
.doc-header {
width: 100%;
padding: 16pt 20pt;
box-sizing: border-box;
}
.doc-header table {
width: 100%;
border-collapse: collapse;
}
.doc-header .doc-title {
font-size: 15pt;
font-weight: bold;
letter-spacing: 1.5pt;
text-transform: uppercase;
color: #1B3A5C;
text-align: right;
line-height: 1.2;
}
.doc-header .doc-sub {
font-size: 8pt;
color: rgba(255,255,255,0.6);
text-align: right;
margin-top: 2pt;
letter-spacing: 0.5pt;
}
/* ── Content area ────────────────────────────────────────── */
.doc-body {
padding: 14pt 4pt 20pt 20pt;
box-sizing: border-box;
}
.section {
margin-bottom: 14pt;
}
/* ── Address cards — Bill To / Ship To ───────────────────── */
.addr-table {
width: 100%;
border-collapse: collapse;
}
.addr-box {
border: 1pt solid #b0bec8;
vertical-align: top;
}
.addr-box-header {
background-color: #1B3A5C;
color: #ffffff;
font-size: 7.5pt;
font-weight: bold;
text-transform: uppercase;
letter-spacing: 1pt;
padding: 4pt 10pt;
}
.addr-box-body {
padding: 8pt 10pt;
font-size: 10pt;
line-height: 17px;
color: #1a1a1a;
}
.addr-box-body .addr-name {
font-weight: bold;
margin-bottom: 2pt;
}
.addr-box-body .addr-line {
color: #444;
}
/* ── Quote reference bar ─────────────────────────────────── */
.ref-table-wrap {
border: 1pt solid #b0bec8;
margin-bottom: 14pt;
}
.ref-table {
width: 100%;
border-collapse: collapse;
font-size: 9.5pt;
}
.ref-table th {
background-color: #2E86C1;
color: #ffffff;
font-size: 7.5pt;
font-weight: bold;
text-transform: uppercase;
letter-spacing: 0.8pt;
padding: 5pt 10pt;
text-align: left;
border-right: 1pt solid #5aa8d8;
}
.ref-table td {
padding: 6pt 10pt;
border-right: 1pt solid #b0bec8;
vertical-align: top;
}
.ref-table th:last-child,
.ref-table td:last-child {
border-right: none;
}
/* ── Section header bar ──────────────────────────────────── */
.section-header {
background-color: #1B3A5C;
color: #ffffff;
font-size: 8pt;
font-weight: bold;
text-transform: uppercase;
letter-spacing: 1pt;
padding: 5pt 8pt;
margin-bottom: 0;
}
/* ── Line items table ────────────────────────────────────── */
.items-table-wrap {
border: 1pt solid #b0bec8;
}
.items-table {
width: 100%;
border-collapse: collapse;
font-size: 9.5pt;
}
.items-table th {
background-color: #2E86C1;
color: #ffffff;
font-size: 8pt;
font-weight: bold;
text-transform: uppercase;
letter-spacing: 0.5pt;
padding: 6pt 8pt;
text-align: left;
border-right: 1pt solid #5aa8d8;
}
.items-table th.right { text-align: right; }
.items-table th:last-child { border-right: none; }
.items-table td {
padding: 6pt 8pt;
border-bottom: 1pt solid #d0dae4;
border-right: 1pt solid #d0dae4;
vertical-align: top;
color: #1a1a1a;
}
.items-table td.right { text-align: right; }
.items-table td:last-child { border-right: none; }
.items-table .even td { background-color: #f4f8fc; }
.item-name { font-weight: bold; }
.item-sku { font-size: 8pt; color: #666; margin-bottom: 2pt; }
.item-desc { font-size: 8.5pt; color: #666; margin-top: 2pt; }
.item-disc { font-size: 8pt; color: #888; }
/* ── Totals ──────────────────────────────────────────────── */
.totals-wrap {
width: 46%;
margin-left: auto;
}
.totals-table {
width: 100%;
border-collapse: collapse;
border: 1pt solid #b0bec8;
font-size: 9.5pt;
}
.totals-table td {
padding: 5pt 10pt;
border-bottom: 1pt solid #d0dae4;
}
.totals-table .t-label { color: #444; }
.totals-table .t-value { text-align: right; font-weight: bold; }
.totals-table .total-row td {
background-color: #1B3A5C;
color: #ffffff;
font-size: 10.5pt;
font-weight: bold;
border-bottom: none;
padding: 7pt 10pt;
}
/* ── Footer ──────────────────────────────────────────────── */
.doc-footer {
position: fixed;
bottom: 0;
left: 0;
right: 0;
padding: 5pt 20pt;
font-size: 7.5pt;
border-top: 0.5pt solid #b0bec8;
background: #ffffff;
color: #666;
}
.doc-footer table {
width: 100%;
border-collapse: collapse;
}
/* ── Terms page ──────────────────────────────────────────── */
.terms-page {
page-break-before: always;
padding: 20pt;
}
.terms-title {
font-size: 14pt;
font-weight: bold;
color: #1a1a1a;
margin-bottom: 16pt;
text-align: center;
}
.terms-content {
font-size: 10px;
line-height: 18px;
color: #444;
white-space: pre-line;
word-wrap: break-word;
}
</style>
</head>
<body>
<!-- ══════════════════════════════════════════════════════════
HEADER BAND
══════════════════════════════════════════════════════════ -->
<div class="doc-header">
<table>
<tr>
<td style="vertical-align:middle;width:50%;">
<apex:outputPanel rendered="{!NOT(ISBLANK(logoId))}">
<img src="/servlet/servlet.FileDownload?file={!URLENCODE(logoId)}"
style="max-height:40pt; max-width:150pt;" alt="Logo"/>
</apex:outputPanel>
<apex:outputPanel rendered="{!ISBLANK(logoId)}">
<div style="font-size:14pt;font-weight:bold;color:#1B3A5C;letter-spacing:0.5pt;">{!companyName}</div>
</apex:outputPanel>
</td>
<td style="vertical-align:middle;text-align:right;width:46%;">
<!-- ✏️ CUSTOMIZE: Change document title here -->
<div class="doc-title">Purchase Quotation</div>
</td>
<td style="width:4%;"></td>
</tr>
</table>
</div>
<div class="doc-body">
<!-- ══════════════════════════════════════════════════════
BILL TO / SHIP TO — bordered address cards
══════════════════════════════════════════════════════ -->
<div class="section">
<table class="addr-table">
<tr>
<td style="width:48%;" class="addr-box">
<div class="addr-box-header">Bill To</div>
<div class="addr-box-body">
<div class="addr-name">{!accName}</div>
<apex:outputPanel rendered="{!NOT(ISBLANK(accStreet))}">
<div class="addr-line">{!accStreet}</div>
</apex:outputPanel>
<apex:outputPanel rendered="{!NOT(ISBLANK(accCityStateZip))}">
<div class="addr-line">{!accCityStateZip}</div>
</apex:outputPanel>
<apex:outputPanel rendered="{!NOT(ISBLANK(accCountry))}">
<div class="addr-line">{!accCountry}</div>
</apex:outputPanel>
<apex:outputPanel rendered="{!NOT(ISBLANK(accPhone))}">
<div class="addr-line" style="margin-top:3pt;">{!accPhone}</div>
</apex:outputPanel>
</div>
</td>
<td style="width:4%;"></td>
<td style="width:48%;" class="addr-box">
<div class="addr-box-header">Ship To</div>
<div class="addr-box-body">
<div class="addr-name">{!accName}</div>
<apex:outputPanel rendered="{!NOT(ISBLANK(accStreet))}">
<div class="addr-line">{!accStreet}</div>
</apex:outputPanel>
<apex:outputPanel rendered="{!NOT(ISBLANK(accCityStateZip))}">
<div class="addr-line">{!accCityStateZip}</div>
</apex:outputPanel>
<apex:outputPanel rendered="{!NOT(ISBLANK(accCountry))}">
<div class="addr-line">{!accCountry}</div>
</apex:outputPanel>
<apex:outputPanel rendered="{!NOT(ISBLANK(accPhone))}">
<div class="addr-line" style="margin-top:3pt;">{!accPhone}</div>
</apex:outputPanel>
</div>
</td>
</tr>
</table>
</div>
<!-- ══════════════════════════════════════════════════════
QUOTE REFERENCE BAR
══════════════════════════════════════════════════════ -->
<div class="section">
<div class="ref-table-wrap">
<table class="ref-table">
<thead>
<tr>
<th style="width:25%;">Quote Name</th>
<th style="width:20%;">Date</th>
<th style="width:20%;">Valid Until</th>
<th style="width:17.5%;">Sales Rep</th>
<th style="width:17.5%;">Rep Phone</th>
</tr>
</thead>
<tbody>
<tr>
<td>{!quoteName}</td>
<td>{!formattedDate}</td>
<td>{!validUntil}</td>
<td>{!repName}</td>
<td>{!repPhone}</td>
</tr>
</tbody>
</table>
</div>
</div>
<!-- ══════════════════════════════════════════════════════
PRODUCTS
══════════════════════════════════════════════════════ -->
<div class="section">
<div class="section-header">Products</div>
<apex:outputPanel rendered="{!hasLineItems}">
<div class="items-table-wrap">
<table class="items-table">
<thead>
<tr>
<th style="width:12%;">SKU</th>
<th>Product</th>
<th class="right" style="width:8%;">Qty</th>
<th class="right" style="width:13%;">List Price</th>
<th class="right" style="width:10%;">Discount</th>
<th class="right" style="width:13%;">Unit Price</th>
<th class="right" style="width:13%;">Total</th>
</tr>
</thead>
<tbody>
<apex:repeat value="{!lineItems}" var="row">
<tr class="{!IF(row.isEven, 'even', '')}">
<td style="font-size:8.5pt;">{!row.sku}</td>
<td>
<div class="item-name">{!row.name}</div>
<apex:outputPanel rendered="{!row.hasDescription}">
<div class="item-desc">{!row.description}</div>
</apex:outputPanel>
</td>
<td class="right">{!row.qty}</td>
<td class="right">{!row.listPrice}</td>
<td class="right">
<apex:outputPanel rendered="{!row.hasDiscount}">
<span class="item-disc">{!row.discount}</span>
</apex:outputPanel>
</td>
<td class="right">{!row.unitPrice}</td>
<td class="right">{!row.lineTotal}</td>
</tr>
</apex:repeat>
</tbody>
</table>
</div>
</apex:outputPanel>
<apex:outputPanel rendered="{!NOT(hasLineItems)}">
<p style="color:#aaa;font-size:10pt;padding:8pt 0;">No products listed.</p>
</apex:outputPanel>
</div>
<!-- ══════════════════════════════════════════════════════
TOTALS
══════════════════════════════════════════════════════ -->
<div class="section">
<div class="totals-wrap">
<table class="totals-table">
<tr>
<td class="t-label">Subtotal</td>
<td class="t-value">{!formattedSubtotal}</td>
</tr>
<apex:outputPanel rendered="{!hasDiscount}" layout="none">
<tr>
<td class="t-label">Discount</td>
<td class="t-value">({!formattedDiscount})</td>
</tr>
</apex:outputPanel>
<apex:outputPanel rendered="{!hasTax}" layout="none">
<tr>
<td class="t-label">Tax</td>
<td class="t-value">{!formattedTax}</td>
</tr>
</apex:outputPanel>
<tr class="total-row">
<td>Total Due</td>
<td style="text-align:right;font-weight:bold;">{!formattedTotal}</td>
</tr>
</table>
</div>
</div>
</div><!-- end doc-body -->
<!-- ══════════════════════════════════════════════════════════
FIXED FOOTER
══════════════════════════════════════════════════════════ -->
<div class="doc-footer">
<table>
<tr>
<td style="text-align:left;">{!accName}</td>
<td style="text-align:right;white-space:nowrap;">{!quoteName} | {!formattedDate}</td>
</tr>
</table>
</div>
<!-- ══════════════════════════════════════════════════════════
TERMS & CONDITIONS — new page
══════════════════════════════════════════════════════════ -->
<apex:outputPanel rendered="{!hasTerms}">
<div class="terms-page">
<div class="terms-title">Terms & Conditions</div>
<div class="terms-content">
<apex:outputText value="{!termsHtml}" escape="false"/>
</div>
</div>
</apex:outputPanel>
</body>
</html>
</apex:page>
Frequently Asked Questions
How do I create a bill of materials quote in Salesforce?
Salesforce doesn’t generate BOM-style quotes natively, but SilkQuote does. Once installed, you configure a manufacturing template with part number, description, quantity, unit price, extended total, and lead time columns — then generate a formatted PDF from any Opportunity with one click.
Can Salesforce generate a PDF purchase quote with part numbers?
Yes, with SilkQuote. SilkQuote reads your Opportunity Products and formats them into a professional PDF quote that includes part numbers, quantities, pricing, lead times, and payment terms. No spreadsheet, no copy-pasting.
What Salesforce quoting tools work for manufacturers without CPQ?
SilkQuote is built for exactly this use case. It works with standard Salesforce Opportunities and Products — no CPQ license required. Install it from AppExchange, configure your BOM-style template once, and your team can generate quotes directly from Salesforce.
How do I include freight and payment terms on a Salesforce quote?
SilkQuote’s template editor includes dedicated sections for freight and shipping terms (FOB point, carrier, prepaid/collect) and payment terms (Net 30, deposit requirements, progress billing). These appear as structured sections in the PDF below the line items.