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Cheriah200Cheriah200 

Editing Visualforce PDF page to look like an exsiting company template

Hi,

 

I'm not sure if this is the correct place to write this but if not I hope someone will point me in the right direction!

 

I've installed Quote Line Items (Version 0.7) from Appexchange and want to edit the page "Quote PDF" so that it looks similar to our existing quote template as we're looking to run our quote process through Salesforce.com.  The application is great and I've been given the go ahead to roll it out to everyone as long as the quote PDF can look more like our original version.  This is where I'm falling down - I've managed to add our logo to the template instead of the standard Visualforce one but can't get my head around adding a table and some standard text to the template. 

 

Can anybody help with this at all please?  E.g. does anyone have a standard table I can copy & paste?  If I identify which fields need to be included, could someone guide me through how to enter them in to the table?  Is there a way of adding a standard header & footer to the page?

 

Thanks,

Cherie

Best Answer chosen by Admin (Salesforce Developers) 
Cheriah200Cheriah200
Thanks, I've posted my query on the jobs board.

All Answers

Ron HessRon Hess

The template is a simple visualforce page, to modify it you should have some skill and with Visualforce or reach out to someone on our Jobs board.  If you post your request there you may be able to find a contractor to make the changes you require.

 

Adding a page header and footer is possible, i believe you would use CSS features to do that. 

Cheriah200Cheriah200
Thanks, I've posted my query on the jobs board.
This was selected as the best answer