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Template Builder Basics

Updated
  • The SalesReady template builder is a web-based template designer that only requires the SalesReady Admin permission set.
  • Email and quote templates are created the same way.
  • Knowledge of HTML and CSS is recommended.
  • The syntax is similar to Salesforce email templates.
    • Quote fields are referenced as {QuoteNumber}.
    • Parent fields are referenced as {Account.Name}.
    • Child fields are referenced within the following:
      • <!– {related.QuoteLineItems.START} –>
      • {related.Quantity}
      • <!– {related.QuoteLineItems.END} –>
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