Manufacturing and distribution quotes are long. A single quote can run to hundreds of line items across product families, plus freight terms, warranties, and conditions of sale. Standard Salesforce quote templates struggle here, with limited branding, awkward page breaks, and little control over how line items appear. A purpose-built quote PDF for manufacturers fixes that.
We built GoCloudz PDF Generator to create exactly this kind of quote PDF for manufacturers and distributors.
Make Large Tables Readable in a Quote PDF
- Group line items, for example by product family
- Choose dynamic columns for each template
- Control item order with the Sort Column feature
- Insert page breaks where they make sense
Present Kits and Systems as One Unit
With GoCloudz Product Bundle, a quote can show a bundle summary, list bundle components with pricing hidden, or group identical bundles and display them as one unit. Customers see a clean system price instead of a wall of part numbers.
Quote in Your Customer’s Currency and Language
In multi-currency orgs, PDF Generator formats currency values in PDF tables automatically. In addition, the .Currency merge field function formats amounts in headers, titles, terms, and footers. You can also translate templates into any language that the Salesforce PDF engine supports.
The Right Terms for Every Deal
Keep separate templates for direct customers, distributors, or export orders, and use template filtering rules so reps see only the templates that apply. Merge fields pull account details, such as billing and shipping addresses, straight from Salesforce.
Automate Quote PDF Delivery
PDF Rules generate quotes automatically when records meet your criteria. Email them to several contacts at once, or send them for Docusign e-signature. Finally, the app saves each file to the record with a consistent naming convention, ready for later reference.
Beyond the Quote
Because PDF Generator works with any standard or custom object, the same template approach covers order confirmations on Orders and documents for your own custom objects. For more on where standard quote PDFs fall short, read How to Overcome Salesforce Quote PDF Limitations.
Ready to send clearer quotes? Learn more about PDF Generator or start a free trial on AppExchange.