Congratulations! You have mastered all the features of our product and your first quote is ready to be sent to your prospective customer. Use the Sculptor Dynamic Quote feature to send your quote as a private page with a unique link and allow editing and commenting on it.
Before sending, you can preview the Quote or save it as PDF (Save PDF).
In some cases, you need to add a description to your quote to provide some details or any information you want to the customer. For this purpose, you can use the fields Description Header and Description Footer.
In Setup - Object manager - Quote - Fields and relationships you can move these fields to layout and put any text message to your customer. This text will be displayed only on Web Quote and PDF quote. Let's see the example. On quote we have populated some description - see attachment.
This is the result on PDF.
Preview your quote straight from Quote builder by clicking on the Preview PDF button. Another way to do this is to open the record with the quote, and in quick actions click on the Preview PDF.
Preview PDF button on Quote Builder
Note! If your quote has a number you can use Number field on Quote object to enter a value. Quote number will be displayed on PDF and Web Quote after quote name divided by / (see example).
Let's see how it will be displayed on PDF and Web quote.