Happy Business Starts Here

Zuora Support

[Video] Create and Configure a Sample Quote Template in Zuora for Salesforce

This tutorial walks through the steps to create and configure a sample Quote template in Zuora for Salesforce.

A sample template for new Subscription Quote has been configured in detail using the mail merge feature and the steps to upload in Zuora tenant and finally configure the same template in Salesforce to generate Quote Pdf has been shown in the demo.


Look forward to your questions and comments.


If you found my answer helpful, please give me a kudo ↑
Help others find answers faster by accepting my post as a solution √