Generate Order Forms - Quote PDF

this feature is still in preview this tutorial provides step by step instructions on configuring quote and order form templates, generating order forms and quote pdfs, and sharing them with customers using embedded smart links sales reps can effortlessly generate, preview, and send professional quote and order forms directly from the quote detail page they can select templates dynamically, view the forms in html, and download them as pdfs additionally, they can send emails to customers with pre configured templates and share secure, time limited magic links for external viewing attachments can be automatically added to quotes or opportunities for easy tracking admins can create and customize templates for quotes and orders, set dynamic filters for line items, and configure permissions to control access they can also manage email templates and attachment settings to streamline the sales process and ensure compliance with business needs let's get started! docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e configure order form settings permissions required order management manage order forms this permission is required for users to create and edit order form templates view order forms this permission is required for users to view order form templates configure pdf attachment option admin users can configure the generated order form pdf to be attached to the quote, opportunity, or both follow these steps to set up the attachment options log in to the nue app and go to settings navigate to order forms → general settings in the “attach the generated pdf file to” field, choose quote, opportunity, or both as needed at operational time, the generated quote pdf will be automatically uploaded as an attachment to the quote, the associated opportunity, or both, based on the selected configuration docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e configure quote page layout to enable the “generate quote pdf” and “send email” functionalities on the quote page layout, follow these steps navigate to the quote object log in to salesforce and go to the object manager search for and select the quote object access page layouts in the quote object settings, click on page layouts select page layout assignments to view the layouts assigned to various user profiles open the page layout for editing choose the page layout assigned to the desired user profiles and click edit add the buttons in the page layout editor, scroll to the mobile & lightning actions section drag and drop the “generate quote pdf” and “send email” buttons into this section save your changes click save to apply the updates to the selected page layout verify the configuration navigate to a quote record in salesforce to ensure that the “generate quote pdf” and “send email” buttons are visible for the appropriate user profiles these buttons will now be available on the quote page layout, enabling users to generate and email quote pdfs directly from salesforce docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e customize email template follow the steps below to locate and customize the email template used to send quote pdf to customers login to salesforce and navigate to settings seach for classic email templates in the settings menu, and click to open classic email templates select folder "nue template templates", and click to open order form email template customize the email template as needed the send email functionality requires at least one of the following contacts to be available and have a valid email address the bill to contact, the sold to contact, or the order primary contact associated with the account docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e configure order form template administrators can create and manage quote templates using a prebuilt template the default prebuilt template, “friendly,” includes a comprehensive layout with a quote header, contract details, contact information, line items, price tags (tiered pricing), terms and conditions, and signature sections admins have several customization options for tailoring the template, including updating the company logo, which automatically adjusts the template’s default color theme users can also refine the color themes when needed customizing the field layout within the quote line items section adding or modifying filtering conditions for the quote line items section removing predefined sections as needed additionally, admin users can add a watermark to the order form template and use it for certain quotes for instance, the previewed order form pdf can display a 'draft' watermark for quotes that haven't been accepted these configurations enable administrators to create professional, personalized templates that align with their business requirements administrators can create multiple order form templates to suit various use cases they can start by copying the prebuilt “friendly” template or duplicating an existing template newly copied templates are created in an “unpublished” status, allowing users to make adjustments such as updating logos, customizing section layouts, and configuring quote line filtering conditions templates can also be renamed to reflect their purpose—for example, one template for new business quotes and another for change orders or amendments all changes are saved automatically admins can preview the template using the most recent 10 quotes to ensure accuracy once finalized, templates can be published, making them read only and immediately available for sales reps in salesforce to generate order forms published templates cannot be edited directly; they must first be unpublished for modifications additionally, admins can designate one template as the favorite template , with only one default template allowed at a time only published templates can be marked as favorites docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e step by step tutorial configure order form template the following video provides a step by step guide on configuring order form templates docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e generate quote pdf generating a quote pdf in nue on salesforce is a seamless process designed to streamline your quoting workflow once the necessary action buttons, such as “generate quote pdf,” are added to the quote page layout, users can generate a professional, customized pdf directly from a quote by selecting an active order form template, the pdf is rendered according to pre configured settings, including logo, color theme, and layout the generated quote pdf is then automatically attached to the quote, opportunity, or both, as configured in the system settings additionally, users can send the quote directly to the customer via email the email template, which uses a classic salesforce email template, can be customized to include dynamic fields like customer name and quote details, ensuring personalized and professional communication = docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e step by step tutorial generate and email quote pdf the following video walks you through how to generate and email quote pdf docid 4e090cfc57cc1d5f04588238ddf976ae8bb9619e generate pdf for order administrators can also create and manage order form templates for orders they can either copy the prebuilt "friendly" template or duplicate an existing template, customizing it to fit their business needs once the template is published, users can use the api below to generate a smart link for an order, regardless of its status customers with this link can view the order form using the system's default template for example, a self service customer can review their draft order form before placing it generate order pdf https //api nue io/orders/magiclink/order/{orderid}