Salesforce Quotation Template for Sales & Operations
Auto-generate professional Quotations directly from Salesforce - client details, product line items, quantities, unit prices, tax calculations, and more populated automatically from your Salesforce records.
Generate up to 100 documents for free.
Get the full template
Enter your email to receive the complete Quotation Word template - ready to customize and use immediately.
Open & customize in Word
Open your template in Word, add branding, adjust content, and insert merge fields from the 360 SmartDocs Word add-in panel.
Merge live Salesforce data
Connect the template to live Salesforce field data so names, dates, amounts, and other record details fill in automatically.
Generate from Salesforce
Create the final Word or PDF document in one click from a record or trigger it through Flow in seconds.
About this Salesforce Quotation Template
This Salesforce quotation template is purpose-built for Sales & Operations teams that need to generate accurate, professionally structured price quotations directly from Salesforce Opportunity and Pricebook records, without manually re-entering any details. When connected to 360 SmartDocs for Salesforce sales document automation, every field – from client name to line item pricing – populates automatically from your live Salesforce Opportunity, Pricebook, Account, and Contact data.
When to use this template
- Sending a formal price quotation to a prospect when a Salesforce Opportunity reaches Quote Sent stage
- Generating itemised quotes for multiple concurrent deals without re-entering product and pricing details each time
- Replacing inconsistent, manually prepared quotes with a standardised, branded Salesforce quotation template
- Triggering automatic quotation generation via Salesforce Flow the moment an Opportunity reaches the right stage
- Bulk quotation generation for product catalogues or service packages involving multiple Opportunity records simultaneously
Customizing this Salesforce quotation template
Open the template. Adjust the pricing table structure to match your product or service offering, update tax and discount calculation rows to reflect your standard commercial terms, add delivery timeline, and apply your company branding. Leave all {placeholder} fields exactly as-is, 360 SmartDocs maps these to your Salesforce fields (Opportunity, Pricebook, Account, Contact, or custom pricing object) automatically.
Use cases & Salesforce integrations
Populate quotation line items from Salesforce Pricebook
Map your Salesforce quotation template to Opportunity Products and Pricebook entries in Salesforce. 360 SmartDocs supports related list iterations, meaning a single quotation template loops through all line items on the Opportunity automatically no matter how many products or services are included.
Multi-currency quotation generation
Keep the currency field from your Salesforce Opportunity to your quotation template, so international quotes are automatically generated in the correct currency.
Bulk quotation generation for product campaigns
Use 360 SmartDocs with Salesforce list views to generate personalised quotations for multiple Opportunity records in a single bulk action. Ideal for sales teams running product launch campaigns or seasonal pricing promotions where a personalised quote is required.
Stop Re-entering Pricing Details - Automate Quotation Generation from Salesforce
Generate professional quotations, sales proposals, statements of work, and Salesforce sales document templates directly from any Salesforce Opportunity record.
- Free trial – up to 100 documents
- Salesforce-native – works with any object or field
- PDF + Word document output
- Trigger via button or Salesforce Flow
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