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Niki Shah 12
can i create sign block in quote template
how can i do create sign block in quote template can you please help me
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Please follow the given below points and link with the help of these points and link you can solve your problem, it may be helpful to you.
Add a Signature Block to a Quote Template:
1. Drag Text/Image Field into the footer of your template, To right-align your signature block, or to create two signature blocks and use two columns.
2. Enter a label for each line that you want to create. For example, enter Signature, Name, Title, or Date.
3. To create a line where the customer can sign or write other information, press and hold the underscore key.
4. Click OK.
5. Save your changes.
Link: https://help.salesforce.com/articleView?id=quotes_template_add_signature.htm&type=5
Enter a label for each line you want to create. For example:
Signature
Name
Title
Date
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha
All Answers
Please follow the given below points and link with the help of these points and link you can solve your problem, it may be helpful to you.
Add a Signature Block to a Quote Template:
1. Drag Text/Image Field into the footer of your template, To right-align your signature block, or to create two signature blocks and use two columns.
2. Enter a label for each line that you want to create. For example, enter Signature, Name, Title, or Date.
3. To create a line where the customer can sign or write other information, press and hold the underscore key.
4. Click OK.
5. Save your changes.
Link: https://help.salesforce.com/articleView?id=quotes_template_add_signature.htm&type=5
Enter a label for each line you want to create. For example:
Signature
Name
Title
Date
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks and Regards,
Deepali Kulshrestha
Follow these step for create sign block in quote template:
1. Drag Text/Image Field into the footer of your template. To right-align your signature block, or to create two signature blocks, use two columns.
2. Enter a label for each line that you want to create. For example, enter Signature, Name, Title, or Date.
3. To create a line where the customer can sign or write other information, press and hold the underscore key.
4. Click OK.
5. Save your changes.
Have you accomplished Step 1, putting the Image/Text field in the footer? If so, what steps 2 and 3 are telling you to do is literally this:
Signature ____________________
Name ____________________
Title ____________________
Date ____________________
After each label, just hold down the Shift key and the hyphen/underscore key simultaneously to create a "line" of several underscores to whatever your desired length is.
I hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.
Thanks,
Ajay Dubedi