How to Create a Custom Quote Template in Salesforce

Introduction: Making Quotes Stand Out in Salesforce

Quotes in Salesforce help businesses create consistent and professional documents quickly. Using a custom quote template in Salesforce CPQ allows businesses to create quotes that fit their needs while saving time. Tools like Salesforce CPQ (Configure, Price, Quote) help automate the process, creating polished and professional quotes faster.

Insight:

Sales reps often spend much of their time creating quotes and waiting for approvals instead of focusing on sales. According to the State of Sales report, only 28% of a sales rep’s time is spent on actual selling.

In this article we’ll learn about the differences between standard and custom quote templates in Salesforce and go through step-by-step guide of creating a custom quote template.

Standard Salesforce Quote Template: What You Get and What’s Missing
Why Titan’s Document Generation Is a Game-Changer for Custom Quote Templates
Step-by-Step Guide: Creating Your Custom Quote Template with Titan
Advanced Tricks with Titan: Batch Generating Multiple Quotes
FAQ: Common Questions on Custom Quote Templates in Salesforce
Conclusion

Standard Salesforce Quote Template: What You Get and What’s Missing

Salesforce offers a default quote template that lets you start creating quotes in Salesforce with key details like products, prices, and discounts. This template helps you create a quote in Salesforce, but it has some limits. It doesn’t allow much customization, so adding your company’s logo or adjusting the design is difficult. If you want to make your quotes more professional and tailored to your business, you’ll need to get additional consultants or CPQ experts on board, make sure to recheck interview answers and Salesforce CPQ examples before hiring.

Why Titan’s Document Generation Is a Game-Changer for Custom Quote Templates

Titan’s Document Generation for Salesforce is a great tool for creating quotes in Salesforce and designing quote templates in Salesforce without needing to write any code. With its easy-to-use, point-and-click interface, sales teams can quickly add their company’s logo, colors, and other branding elements to quotes. Titan also syncs data automatically, so you don’t have to worry about outdated information. This makes it easier to create a quote in Salesforce and ensures your quotes are professional and up-to-date. In this section, we’ll show you how Titan can help you customize and streamline your quote templates in Salesforce.

Check out how quickly and easily you can create a quote in Salesforce with Titan:

Step-by-Step Guide: Creating Your Custom Quote Template with Titan

How to Create Custom Quote Template in Salesforce

One of the best Salesforce document generation tools, Titan’s solution simplifies creating custom quote templates in Salesforce. Let’s see how to do this in a few simple steps below.

Step 1: Install Titan Document Generation in Salesforce

Before you can create custom templates, make sure that Titan Document Generation is installed in your Salesforce instance. If it’s not installed yet, visit the Salesforce AppExchange and follow the installation steps.

Titan

Step 2: Access Titan Document Generation

Once installed, navigate to the Salesforce App Launcher and search for Titan. Open Titan Document Generation from there.

Titam Document Generation

Step 3: Create a New Quote Template

From the Titan Document Generation interface, click on the option to “Create New Template.” Select “Quote Template” from the available template types.

Step 4: Choose Template Layout

Begin by setting up the layout of your quote template. Add Title and Sections: start by adding a title for your quote, such as “Custom Quote.” Then, create sections for client information, quote number, products/services, and totals. Drag and drop sections to arrange them logically.

Step 5: Add Your Company’s Branding

Ensure that your quote reflects your company’s identity by adding branding elements. Upload Logo: drag and drop your company logo into the header area of the template. Choose your company’s colors from the palette or input the hex codes. Select your brand fonts, ensuring that everything matches your visual identity.

Step 6: Add Dynamic Fields to Pull Salesforce Data

Titan Form

To make your quote template dynamic, add fields that pull data from Salesforce. Add dynamic fields for the client’s name, address, and contact details. These fields will automatically fill in with the client’s information when generating a quote.

Add dynamic fields for quote number, date, product details, pricing, and totals. These fields pull information directly from your Salesforce opportunities or quotes.

Use the “Insert Salesforce Field” button in the Titan interface to pull in data like client name, pricing, and discount fields.

Step 7: Add Tables for Products and Pricing

Titan Template

Structure your quote by adding tables to present the product details clearly. Use the table option to add columns for Product Name, Quantity, Unit Price, Discount, and Total. In each table cell, insert dynamic fields that automatically populate with data from Salesforce.

Step 8: Format and Style the Document

Format the fields, tables, and layout to make sure the quote looks clean and professional. Utilize the formatting tools in Titan to adjust text alignment, font sizes, table borders, and cell spacing. Ensure that the data is aligned and easy to read. Make adjustments to the layout as needed for clarity.

Step 9: Preview Your Template

Titan Quote Template

Before finalizing, preview your template to ensure everything looks correct. Click on the “Preview” button within Titan to generate sample sales quotes in Salesforce using live Salesforce data. This allows you to see how your template appears with actual customer information.

Step 10: Save and Deploy the Template

Once you’re satisfied with the template, save and deploy it for use. Hit the “Save” button to store your template in Salesforce. Use Titan’s “One-Click Deployment” feature to make the template available to your sales team instantly.

Testing and Deploying Your Custom Quote Template

Before using your template, it’s important to check that everything looks right. You can make sure the information from Salesforce, like customer details and products, shows up correctly. Check that your branding (logos and colors) looks good and see if the layout is clean and easy to read. Testing helps you find any mistakes and fix them before using the template. Once everything looks good, Titan makes it easy to deploy the template. With just one click, you can make the template available to your sales team in Salesforce. This way, the team can quickly use the template to create quotes in Salesforce whenever needed. Also you can check Salesforce eSignature, to learn more about creating electronic signatures with no code.

Advanced Tricks with Titan: Batch Generating Multiple Quotes

Titan offers a time-saving feature that allows you to quickly generate multiple quotes at once. This is especially useful for sales teams who need to create quotes for several opportunities or accounts quickly, without manually generating each one. Here’s how Titan makes it easy:

Titan’s List View: Titan’s List View lets you see all your opportunities or accounts in one place. From here, you can select several records and create quotes for them at the same time. This saves you from having to create quotes one by one.
Batch Generating Quotes: With Titan, you can easily generate multiple quotes at once. Just select the opportunities or accounts you need, and Titan will create the quotes all together. This is great for sales teams that need to send out many quotes quickly.
This feature helps save time and ensures all quotes are created with the same template. It’s a great way to streamline the process and focus on sales, rather than spending time creating quotes. This shows how to create quotes in Salesforce more efficiently.

To know more about quotes in Salesforce check Titan’s Point-and-Click Quotes for Salesforce.

FAQ: Common Questions on Custom Quote Templates in Salesforce

How does Titan simplify the process of creating custom Salesforce quotes?

Titan makes it easy to create custom quote templates by using a point-and-click interface. You don’t need coding skills to design a professional template, and Titan automatically pulls data from Salesforce, making the process faster and more efficient.

Can Titan automatically pull data from Salesforce into my quote templates?

Yes, Titan can automatically pull data from Salesforce into your custom quote templates. This means you don’t have to manually enter customer information, products, or pricing. It’s all done for you, ensuring accuracy and saving time.

What kinds of data can I include in my custom quote templates?

You can include a variety of data in your quote templates, such as customer details, products, pricing, and discounts. Titan allows you to add dynamic fields that will automatically update based on the Salesforce records associated with the quote.

How can Titan help save time when generating quotes?

Titan helps save time by automating the creation of quotes. It pulls in all necessary data from Salesforce and applies your custom template, so your sales team can generate quotes quickly without manually filling out fields or formatting documents.

Is it possible to generate multiple quotes at once using Titan?

Yes, Titan has a batch generation feature that lets you create multiple quotes at once. You can select several opportunities or accounts and generate quotes for all of them at the same time, saving you a lot of time, especially when you need to send out many quotes quickly.

Conclusion

Custom quote templates in Salesforce help you save time, boost productivity, and create professional documents. Automating the quote creation process allows your team to generate accurate quotes quickly. With the ability to add your branding and format them neatly, you’ll leave a lasting impression on clients. By using tools like Titan, you can easily create and manage custom quote templates, making the process smoother and more efficient.

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