This article presents an overview of the process to create custom quote templates.
Quote templates are used to generate PDF or Word documents of your quotes. Using the Mail Merge feature in Microsoft Word, you can create and manage your quote templates to control the look and feel of the quote documents and the information you want your customers to see in the documents.
Workflow to Create a Custom Quote Template
Take the following steps to create a customized quote template:
- Download a quote template from Zuora.
The quote template you download from Zuora includes the new merge fields introduced in Zuora Quotes, version 7.0. If you are using an earlier version of Zuora Quotes, you need to remove those new merge fields from the template to avoid an error during quote document generation. See Rate Plan Merge Fields, Bundle Rate Plan Merge Fields, and Quote Charge Tier Merge Fields for the new merge fields added in version 7.0.
- Customize the template as described below: