How to Create Quotes in Salesforce with Docs Made Easy

Quote creation in Salesforce is an easy process with the best Salesforce quote generator – Docs Made Easy. With simple setup steps, you can automate your “quote generation“ and reduce manual effort. Instead of preparing documents again and again, everything can be generated in just a few clicks. So, here are the steps to generate a quote PDF in Salesforce.

Step 1: So, first log in to Salesforce.

Step 2: Now, open Docs Made Easy from the App Launcher.

Step 3: Here, click on Document Setup, then click Launch Wizard.

Step 4: Enter the Button Name, select the Salesforce Object (Quote), and click Create.

Now move to the next step.

Step 5: Click Next.

Step 6: Then, click Create New Document Template.

Step 7: Followed by, open Merge Field Helper.

Step 8: Now comes the crucial part!

From the Insert Field list, click Quote Id. The system will auto-generate this syntax: {{Quote.Quote_Id_c}}

Click Copy to Clipboard.

Step 9: Select Account ID (Quote → Account relationship) and choose Account Name.

Copy the generated merge field syntax.

Step 10: So, click Insert Related List. Then, from the Available Related List, select QuoteLineItems.

Under Child Object Fields, choose the required fields such as:

• Name
  
  
• Quantity
  
  
• UnitPrice
  
  
• TotalPrice
  

The system will generate the table merge syntax automatically.

Step 11: Click Copy to copy the generated table syntax.

Step 12: Paste all the syntax into the Template Editor.

Step 13: Reopen the Upload Template window, enter the Template Name, upload the file, and click on the Save button.

Step 14: Then, click Next.

Step 15: You have to click Next again.

Now we move to the layout setup.

Step 16: Click on the Go to Page Layout button.

Step 17: Here, from Mobile & Lightning Actions, drag and drop the Generate Quote button into Salesforce Mobile and Lightning Experience Actions.

Step 18: After that, you have to click the Quick Save or the Save button.

Step 19: Next, go to the Quote Record and click the Generate Quote button.

Step 20: Click Download Template.

Step 21: Finally, the system will start generating the document automatically.

Step 22: At last, open the generated document and review it.

Conclusion

So now you have finally completed the Salesforce quote creation process successfully. With an automated Salesforce quote generator, the entire process becomes faster, accurate, and consistent every time. Instead of manual editing and repeated work, you now have a structured system in place, where you can reuse the template without manually creating it every time.