{"id":7368,"date":"2023-04-28T08:14:00","date_gmt":"2023-04-28T08:14:00","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=7368"},"modified":"2023-04-27T08:16:59","modified_gmt":"2023-04-27T08:16:59","slug":"how-to-upload-logo-in-salesforce-cpq-template","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/04\/28\/how-to-upload-logo-in-salesforce-cpq-template\/","title":{"rendered":"How to Upload Logo in Salesforce CPQ Template"},"content":{"rendered":"\n<p>In this blog, we will discuss how to &#8216;upload a Logo in Salesforce CPQ Quote Template&#8217;. Adding your Logo in Salesforce CPQ template can help streamline your branding efforts and make your quotes look more professional. With just a few clicks, you can customize your quote templates with your company&#8217;s logo and make your brand stand out to potential customers.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em><strong>Note:<\/strong>  Make sure the Salesforce CPQ package is installed in your org.<\/em><\/p><\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\"><em><span style=\"text-decoration: underline;\"><strong>Adding Logo in Salesforce CPQ Template<\/strong><\/span><\/em><\/h4>\n\n\n\n<p>Below are the steps to Upload the Logo in the Salesforce CPQ Quote Template:-<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to your Salesforce org and then switch to Salesforce Classic, find the <strong>&#8216;Document&#8217; <\/strong>tab, and open it.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/1.-Document-Tab-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/1.-Document-Tab-1.png\" alt=\"Documents Tab\"><\/a><\/center>\n<font size=\"2\"><center><i>Documents Tab <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the &#8220;<strong>New<\/strong>&#8221; button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/2.-New-Document-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/2.-New-Document-1.png\" alt=\"New Document\"><\/a><\/center>\n<font size=\"2\"><center><i>New Document <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Fill in all required details and choose the file which you want to upload for the logo and make sure the <strong>&#8216;Externally Available Image&#8217;<\/strong> check box is enabled.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/3.-Upload-File-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/3.-Upload-File-1.png\" alt=\"Upload File\"><\/a><\/center>\n<font size=\"2\"><center><i>Upload File <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Then copy the document id from the URL.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/4.-Document-Details-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/4.-Document-Details-1.png\" alt=\"Document Details\"><\/a><\/center>\n<font size=\"2\"><center><i>Document Details <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Next switch to lightning mode and find the Quote template.<\/li><li>Create a new quote template and fill in all the details, in the <strong>\u2018Logo Document Id\u2019<\/strong> field paste the id that you copy from the document and save it.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/5.-New-Quote-Template-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/5.-New-Quote-Template-1.png\" alt=\"New Quote Template\"><\/a><\/center>\n<font size=\"2\"><center><i>New Quote Template <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>To view the result go to quote and click on <strong>&#8216;preview document&#8217;.<\/strong><\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/6.-Preview-Document-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/6.-Preview-Document-1.png\" alt=\"Preview Document\"><\/a><\/center>\n<font size=\"2\"><center><i>Preview Document <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Then select your Quote template and click on &#8220;<strong>Preview<\/strong>&#8220;.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/7.-Selected-Template-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/7.-Selected-Template-1.png\" alt=\"Logo in Salesforce CPQ Template\"><\/a><\/center>\n<font size=\"2\"><center><i>Selected Template <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>You will be able to see your company logo in your Quote template. Thus adding a custom Logo in Salesforce CPQ Template.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/8.-Quote-Preview-1.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/04\/8.-Quote-Preview-1.png\" alt=\"Quote Preview\"><\/a><\/center>\n<font size=\"2\"><center><i>Quote Preview <\/i><\/center><\/font>\n\n\n\n<p>By following the above blog instructions, you will be able to learn &#8220;<strong>How to Upload Logo in Salesforce CPQ Quote Template<\/strong>\u201c. If you still have queries or any related problems, don\u2019t hesitate to contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More details about our integration product are available on <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/08\/16\/how-to-use-static-resources-in-lwc\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Use Static Resources In LWC<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/02\/14\/how-to-create-multi-select-pick-list-field-using-lightning-web-component\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Create Multi-Select Pick-list Field Using Lightning Web Component<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/09\/22\/how-to-use-email-template-in-apex-code\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Use Email Template in Apex Code<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/08\/18\/navigation-service-in-lwc\/\" target=\"_blank\" rel=\"noreferrer noopener\">Navigation Service in LWC<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will discuss how to &#8216;upload a Logo in Salesforce CPQ Quote Template&#8217;. Adding your Logo in Salesforce CPQ template can help streamline your branding efforts and make your quotes look more professional. With just a few clicks, you can customize your quote templates with your company&#8217;s logo and make your brand\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2023\/04\/28\/how-to-upload-logo-in-salesforce-cpq-template\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3],"tags":[1439,1442,1434,1440,1441,1445,1444,1437,1433,291,1010,1438,1242,293,1432,1436,1443,1435],"class_list":["post-7368","post","type-post","status-publish","format-standard","hentry","category-salesforce-srv","tag-configure","tag-cpq","tag-document","tag-document-id","tag-externally-available-image","tag-generate-document","tag-logo-upload","tag-preview-document","tag-price","tag-quote","tag-quote-layout","tag-quote-preview","tag-quote-template","tag-quotes","tag-salesforce-cpq","tag-salesforce-cpq-quote","tag-upload-file","tag-upload-logo"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7368","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=7368"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7368\/revisions"}],"predecessor-version":[{"id":7381,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7368\/revisions\/7381"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7368"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7368"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7368"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}