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How do I add a quote to a PDF in Salesforce?
How do I add a quote to a PDF in Salesforce?
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3 Replies
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- Do one of the following. If you're using Lightning Experience, click Create PDF, and then choose a template from the dropdown list.
- Generate a preview by clicking Create PDF.
- Save the PDF to the Quote PDFs related list by clicking Save to Quote.
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you can refer article: https://help.salesforce.com/articleView?id=quotes_create_pdf_selected_template.htm&type=5
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