Visualforce Template
Use a custom Apex controller and Visualforce page to generate fully custom PDF quotes from SilkQuote.
Quote Template Builder & PDF Proposals for Salesforce
Experience frictionless Salesforce quoting for sales teams, with branded quote PDFs tracked and delivered in a single click.
The Old Way
SilkQuote Way
Build Templates
Design Word docs with merge tags outside Salesforce, then manually upload and maintain them.
STEP 1
Build Templates
Build branded templates natively in Salesforce. Every rep stays on-brand every time.
Generate a Quote
Reps manually search for and pick a template, then generate a quote and hope they chose right.
STEP 2
Generate in One Click
SilkQuote auto-filters templates based on the deal. Reps can't pick wrong. Quote sent in seconds.
Send a Draft
Rep emails a PDF and waits, with no visibility into whether the customer even opened it.
STEP 3
Deliver to the Deal Room
SilkQuote sends a branded email with a live Deal Room link. Know the moment the buyer opens it.
Pricing
Free App for Quote Templates and PDF Email Delivery.
Free App
$0
No credit card. No trial. No limits.
Start free and launch your first template-to-email workflow fast.
- Unlimited Users
- Unlimited Quote PDFs
- Unlimited Templates
- Full Feature Access
SilkQuote gives Salesforce teams a no-code quote template builder plus native PDF email delivery from Opportunities. Free, with no limits.
*Core template building, PDF generation, and email delivery work on Professional edition and above. The Collaborative Deal Room requires Enterprise or above, or the purchase of Sites from Salesforce if you are on Professional.
Done for you
Expert Support
Need a faster rollout or custom setup? Expert support helps teams ship branded templates, delivery flows, and governance faster.
- Quick Start Accelerator flat-fee setup to get your team live fast
- Production-Ready Setup setup, permissions, and launch checks
- Advanced Customization custom templates, automation, and integrations
- Ongoing Support retained help for teams with evolving quote-to-cash needs
Frequently Asked Questions
Yes, 100%. Every template builder and PDF email delivery feature is included, with unlimited users and no expiration. Expert services are optional.
SilkQuote is free to make Salesforce quote template building and PDF delivery accessible to every team; optional paid services fund hands-on setup support.
Yes. Most teams can configure templates and send their first PDF quote emails quickly. Teams that want a polished production rollout can add expert setup help.
Teams usually need expert help for complex branded templates, conditional sections, advanced delivery automation, integrations, or tighter governance.
Professional, Enterprise, Unlimited, Developer, and Performance editions.
Yes. SilkQuote supports online acceptance and works with DocuSign, Adobe Sign, and other common providers.
No. SilkQuote is a Salesforce quote template builder and PDF email delivery app, not a full CPQ pricing engine. It handles the quoting layer most teams need: branded templates, Opportunity-based PDFs, and fast quote delivery from Salesforce.
Word, Google Docs, and Excel quoting live outside Salesforce and depend on manual copying. SilkQuote keeps templates, Opportunity data merge, PDF generation, and quote email delivery in one native workflow so reps send accurate quotes without external files.
Documentation
Learn how to build Salesforce quote templates and deliver PDFs by email with SilkQuote.
Product Field Sets
Control which fields appear as filters and display columns in the SilkQuote Add Products panel using two optional field sets on the Product2 object.
Product Bundles
Define bundle relationships between products in Salesforce so SilkQuote automatically expands a bundle's child products when a rep adds it to a quote.
Add Products Panel
Browse the full pricebook catalog, filter by product fields, and add bundles to a quote — all from the Opportunity using the Add Products panel in SilkQuote.
Custom HTML Template
Write HTML templates with merge fields, line item loops, conditional blocks, and custom CSS to generate fully custom PDF quotes from Salesforce data.
Preview a Template with Real Data
Preview your SilkQuote template using real Salesforce Opportunity data — validate field mapping, PDF layout, and content accuracy before going live.
Create Terms Rules
Create Terms Rules in SilkQuote to conditionally include or require specific Terms and Conditions in Salesforce PDF quotes based on Opportunity data.
Configure Template Sections & Fields
Configure which Salesforce fields appear in each section of your PDF quote template — Company, Customer, Quote, Line Items, Descriptions, and Totals.
Set or Change the Template Logo
Set or change the logo in your SilkQuote PDF quote template — upload a branded logo per template to ensure every Salesforce quote looks professional.
Edit or Delete a Template
Edit or delete a SilkQuote template in Salesforce to update your quote layout, branding, or field rules — keep your template library current and accurate.
Create a New Template
Create a new SilkQuote template in Salesforce to define your PDF quote layout, branding, field grouping, and conditional rules — all without any code.
Open the SilkQuote Configuration Manager
Open the SilkQuote Configuration Manager in Salesforce to manage all quote templates, sections, field settings, logos, and Terms in one central place.