[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"doc-seo-338630-105":3,"detail-sidebar-cat-1-en-105":80,"doc-detail-338630-en":126},{"code":4,"msg":5,"data":6},0,"ok",{"site_id":7,"language":8,"slug":9,"title":10,"keywords":11,"description":12,"schema_data":13,"social_meta":73,"head_meta":75,"extra_data":77,"updated_unix":79},105,"en","quote-editor-templates-management-guide-version-2105-instructions","Quote Editor Templates Management Guide - Version 2.105 - Instructions","","Guide for creating and editing Quote Editor templates for generating quotes PDF documents. Covers template creation and modification, including quote layout sections (headers, preamble, line items table, summary, signature, post face, footers) and the Template Info, Preamble/Post Face, Options, Header/Footer, and CSS areas. Explains how to configure default templates in QE Settings, and provides a sample two-page layout and CSS customization example. 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Customize the template as described in the “Edit Template” chapter.","Answer",{"name":65,"@type":60,"acceptedAnswer":66},"What sections can be edited on the template edit page?",{"text":67,"@type":63},"The edit page includes Template Info, Preamble / Post Face, Options, Header / Footer, and CSS, covering content blocks and display behavior for the quote PDF.",{"name":69,"@type":60,"acceptedAnswer":70},"How is template customization applied to PDF output?",{"text":71,"@type":63},"Use the Preamble, Signature, Post Face, and Header/Footer fields (with HTML/CSS support) and select summary/line item fields. Add CSS code to change the look of quote components in the generated PDF.","https://schema.org",{"og:url":32,"og:type":74,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":76,"canonical":32},"index,follow",{"doc_id":78,"site_id":7},338630,1790721620,{"code":4,"msg":81,"data":82},"success",[83,87,92,97,102,107,112,117,122],{"id":84,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":85,"slug":86},11,90,"presentations",{"id":88,"doc_module":22,"doc_module_name":25,"category_name":89,"show_sort_weight":90,"slug":91},12,"Resumes",80,"resumes",{"id":93,"doc_module":22,"doc_module_name":25,"category_name":94,"show_sort_weight":95,"slug":96},14,"Invoices",70,"invoices",{"id":98,"doc_module":22,"doc_module_name":25,"category_name":99,"show_sort_weight":100,"slug":101},15,"Posters",60,"posters",{"id":103,"doc_module":22,"doc_module_name":25,"category_name":104,"show_sort_weight":105,"slug":106},16,"Social Media",50,"social-media",{"id":108,"doc_module":22,"doc_module_name":25,"category_name":109,"show_sort_weight":110,"slug":111},17,"Forms",40,"forms",{"id":113,"doc_module":22,"doc_module_name":25,"category_name":114,"show_sort_weight":115,"slug":116},18,"Letters",30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":81,"data":127},{"doc_id":78,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":84,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":33,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":88,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":33},137454149569,"https://ap-avatar.wpscdn.com/davatar_29158cc5080c5b710cf443261637dec0","Quote Editor Templates Management Guide  \nFor version 2.105  \nUse this document to create and edit Quote Editor templates for quotes PDF documents creation. For other documentation about Quote Editor, refer to Quote Editor page in Salesforce AppExchange:  \n([https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001rAGOEA2](https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001rAGOEA2))  \nIntroduction  \nBalink's Quote Editor helps transform the Salesforce standard Quote into a highly effective tool for making quotations with enhanced and customizable product search and grid modules, and an advanced Quote Template, fully embedded into Salesforce Quote.  \nFor support contact us at support@balink. net or visit our website: [http://www.balink.net](http://www.balink.net)  \nContent  \nQuote Editor Templates Management Guide Introduction  \nContent  \nCreate Template  \nEdit Template Quote layout  \n1. Template Info  \n2. Preamble / Post Face  \n3. Options  \n4. Header / Footer  \n5. CSS  \nSet Default Template  \nExamples of Templates CSS code  \nInstalling and Configuring Quote Editor for Salesforce  \nCreate Template  \n1. Open \"Quote Editor\" App.  \n2. Open \"Templates\" Tab.  \n3. Click \"New\" button.  \n4. Customize the template as explained in the next chapter, \"Edit Template\".  \nEdit Template  \nOpen \"Templates\" Tab in \"Quote Editor\" App, and select a template.  \nThe template edit page contains these sections:  \nQuote layout  \nExample for a one-page quote layout:  \nFirst Page Header  \nQuote Preamble  \nQuote Line Items table  \nSummary Signature  \nQuote Post Face First Page Footer  \nInstalling and Configuring Quote Editor for Salesforce  \nExample for a two-page quote layout:  \n\n| Page 1:\u003Cbr>First Page Header\u003Cbr>Quote Preamble\u003Cbr>Quote Line Items table\u003Cbr>First Page Footer | Page 2:\u003Cbr>Page Header\u003Cbr>Quote Line Items table\u003Cbr>Summary Signature\u003Cbr>Quote Post Face Page Footer |\n| --- | --- |\n\n1. Template Info  \nTemplate Name, Description  \nActive: Allows users to select this template for quotes.  \n2. Preamble / Post Face  \nQuote Preamble: Text to display above the Quote Line Items table.  \nFully supports HTML and CSS (Notice the \"Source\" button) .  \nUse \"Add Merge Fields\" to Generate code for the field names and paste it in the edit box.  \nInstalling and Configuring Quote Editor for Salesforce  \nThe quote preamble will be displayed only if the option \" Preamble Editable\" below is unchecked.  \nQuote Line Item Fields:  \nSelect which fields should be displayed in the Quote's PDF document.  \nThese fields may be different than the fields displayed in the Quote Grid edit page. Add fields by drag and drop, or by the '+', '- ' links.  \nUse the search box to easily find fields.  \nSummary Options: Select which fields will be displayed in the summary of the quote.  \nSignature: Text to display under the quote table and summary, above Quote Post Face.  \nFully supports HTML and CSS (Notice the \"Source\" button) .  \nUse \"Add Merge Fields\" to Generate code for the field names and paste it the edit box.  \nInstalling and Configuring Quote Editor for Salesforce  \nThe quote signature will be displayed only if the option \"Signature Editable\" below is unchecked.  \nQuote Post Face: Text to display at the end of the quote (Above page footer) .  \nFully supports HTML and CSS (Notice the \"Source\" button) .  \nUse \"Add Merge Fields\" to Generates code for the field names and paste it the edit box.  \nThe quote post face will be displayed only if the option \" Post Face Editable\" below is unchecked.  \n3. Options  \nPage break after Header, Page break before Footer.  \nPreamble Editable: Defines whether to use the template's preamble, or edit each quote preamble in \"Print Setup\" page.  \nSignature Editable: Defines whether to use the template's signature, or edit each quote signature in \"Print Setup\" page.  \nInstalling and Configuring Quote Editor for Salesforce  \nPost Face Editable: Defines whether to use the template post face, or edit each quote post face in","cbCaijZWBs0uxbTR","https://ap.wps.com/l/cbCaijZWBs0uxbTR","pdf",679990,"English","# Create Template\n## Template Info\n## Preamble / Post Face\n## Options\n## Header / Footer\n## CSS\n# Set Default Template\n## Examples of Templates CSS code\n# Installing and Configuring Quote Editor for Salesforce","[{\"question\":\"How do users create a new Quote Editor template?\",\"answer\":\"Open the “Quote Editor” app, go to the “Templates” tab, and click “New”. Customize the template as described in the “Edit Template” chapter.\"},{\"question\":\"What sections can be edited on the template edit page?\",\"answer\":\"The edit page includes Template Info, Preamble / Post Face, Options, Header / Footer, and CSS, covering content blocks and display behavior for the quote PDF.\"},{\"question\":\"How is template customization applied to PDF output?\",\"answer\":\"Use the Preamble, Signature, Post Face, and Header/Footer fields (with HTML/CSS support) and select summary/line item fields. Add CSS code to change the look of quote components in the generated PDF.\"}]","Quote Editor Templates Management Guide - Version 2.105 - Instructions | PDF",1790024686]