Salesforce Tips: Customized PDF Quote with e-Signature

Salesforce has an out of the box Quote feature which include allowing users to customize the Quote form template. However, there are some restriction when customizing the Quote form appearance.

More flexibility can be achieved using our custom-made Quote form instead. Following are some of the highlights of our custom-made Quote form:

  • Customizable layout appearance (related fields, images and etc. can be displayed in any position)
  • Signature can be signed on the form electronically via computer, smart phone, tablets, and etc.
  • Quote can be saved as PDF with or without the signature

 

Example of signing a signature electronically during the Quote creation:

 

 

The signature inserted is then included in the PDF sample of our customized Quote: