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Sample Templates

Sample templates for further customization can also be found in the New Template tab. All of these templates have a basic standard workflow.

When selecting a sample template, a preview of the layout can be seen on the right-hand side as well as the main Salesforce object. These templates can be used and modified to match with the user’s brand, however the workflow is limited to Standard usage. The available templates and default main objects are:

  • Simple Quotation (Opportunity)

  • Quotation with Product Images (Opportunity)

  • Account Planning (Account)

  • Account Brief (Account)

  • Case Response (Contact)

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