One of the most commonly requested custom document templates
Enter the Target Object (e.g. Quote), a template name, and save to create a placeholder for the invoice.
Use the Page Header component to maintain a consistent company style for your documents by placing company information at the top or bottom of each document.
Use a Table component to display key information on the invoice.
Add a component by selecting `Component` > `Add Component` > `Table`. Now you can enter the contents of the table.
Optionally, select the cells you want to merge to make a title for the invoice, and press Merge to select the merge direction and the number of cells to merge.
To add a value from a Salesforce object to the invoice, hover your cursor over the desired location and click the Field button to add a field.
Select where you want to enter the field. Click `Component` then `Field`, then choose the field to add. Finally, select a display format based on the data type.
Use the Empty and Divider components to control the spacing between components in the invoice, or to separate content to make the document more readable.
