WeDid: The Default Quote Template Alternative

Challenges

The customer would like to have more flexibility in designing the quote template (i.e. more control over the content style, page break, etc.) which meets their requirement.

 

Solution:

  • An easy one click button from Quote record to display a PDF rendered Quote in the format that meets the customer’s requirement
  • Capability to send email to contact with the PDF Quote attached

Related Objects Standard Quote Object
Components Apex Trigger
Complexity Simple