---
title: "Create your Quotation template"
slug: "modèle-doffre-création-dun-modèle-doffre-personnalisé"
updated: 2025-11-17T14:04:25Z
published: 2026-01-07T10:04:05Z
canonical: "help.frisbii.com/modèle-doffre-création-dun-modèle-doffre-personnalisé"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.frisbii.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create your Quotation template

Linda, the inquisitive Frisbii administrator, has lunch with Candace, her friend from sales, in a brand-new food truck set up near Cloud Kicks. During their meal, Candace expresses her wish to set up PDF templates for quotations, at the request of Jose, the sales manager. She asks Linda what the differences are between an invoice PDF template and a quotation PDF template. Back at the office, Linda opens Frisbii's knowledge base and finds out...

![femme-lisant-accord-commercial-offre-speciale-contrat-presse-papiers-arrangement-transaction-conditions-utilisation-document-etudier-formulaire-papier-illustration-metaphore-concept-isole-vecteur_335657-4333.jpg](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/59b888a9-347b-4752-8bdb-2eb177a91b1d?sv=2026-02-06&spr=https&st=2026-10-28T00%3A58%3A40Z&se=2026-10-28T01%3A58%3A40Z&sr=c&sp=r&sig=I8ro4ThwmEovEvLD%2F16gHCFN8Oq6LEzS7cboBP5eyX4%3D)

## Get Visualforce code from GitHub

First of all, she has to use Github, but what is it ? It's a code hosting platform for version control and collaboration. It enables her and others to work together on projects, wherever they are.

Let's open this platform to copy the code for the PDF template of the quotation:

![Offre_1_-_GitHub_-_sofacto_templates__All_SOFACTO_public_invoice_templates.jpg](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/29901dab-44e4-4616-9974-4fad1b436478?sv=2026-02-06&spr=https&st=2026-10-28T00%3A58%3A40Z&se=2026-10-28T01%3A58%3A40Z&sr=c&sp=r&sig=I8ro4ThwmEovEvLD%2F16gHCFN8Oq6LEzS7cboBP5eyX4%3D)

Then she follows this procedure:

### Steps

1. Follow the link to go to [GitHub](https://github.com/sofacto/templates).

Were you able to open it from your browser because the link was already saved? That's fine, let's get on with it.

1. In GitHub, open the QUOTATION_TEMPLATE template.

![Offre 1 - templates_QUOTATION_TEMPLATE_at_master_·_sofacto_templates_·_GitHub.png](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/0198e2a2-2c2b-455c-976d-fe15fc4f7d43?sv=2026-02-06&spr=https&st=2026-10-28T00%3A58%3A40Z&se=2026-10-28T01%3A58%3A40Z&sr=c&sp=r&sig=I8ro4ThwmEovEvLD%2F16gHCFN8Oq6LEzS7cboBP5eyX4%3D)

1. In another browser tab, connect to your sandbox and go to **Setup**.
2. Type *Pages* in the search field.
3. Go to **Visualforce Pages**.
4. Click on the **New** button.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-T7BL2DXZ.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A58%3A40Z&se=2026-10-28T01%3A58%3A40Z&sr=c&sp=r&sig=I8ro4ThwmEovEvLD%2F16gHCFN8Oq6LEzS7cboBP5eyX4%3D)

1. In GitHub, click on the **Raw** button and copy the Visualforce code for the QUOTATION_TEMPLATE model.

![Offre 1 - Cursor_et_templates_QUOTATION_TEMPLATE_at_master_·_sofacto_templates_·_GitHub.png](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/4e9b9a12-e132-47be-8681-07c697aa5d22?sv=2026-02-06&spr=https&st=2026-10-28T00%3A58%3A40Z&se=2026-10-28T01%3A58%3A40Z&sr=c&sp=r&sig=I8ro4ThwmEovEvLD%2F16gHCFN8Oq6LEzS7cboBP5eyX4%3D)

1. Paste the code into the new Visualforce page.
2. Fill in the **Label** field (the API name fills in automatically).
3. Save the page by clicking on the **Save** button.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-Q8HILCIG.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A58%3A40Z&se=2026-10-28T01%3A58%3A40Z&sr=c&sp=r&sig=I8ro4ThwmEovEvLD%2F16gHCFN8Oq6LEzS7cboBP5eyX4%3D) Here it is, another page ready to be personalized - Linda is over the moon!

## Set up this Visualforce page in the Template object

To test your new page, add it as a template in Frisbii. She looks at how to do this:

### Steps

1. Go to the **Application Launcher**.
2. Type *Template* in the search field.
3. Click on the **Templates** object.
4. In the Templates object, click on the **New** button.
5. Enter the **Template name** (visible to users).
6. Select the **Quotation** template type.
7. Enter the **Page** (the name you have given to your Visualforce page).
8. Check the **Active** box to enable your template to be selected from Corporate Names and Invoices.
9. Click on the **Save** button. Later we'll set up a small miniature of the template.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-0E94UWYK.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A58%3A40Z&se=2026-10-28T01%3A58%3A40Z&sr=c&sp=r&sig=I8ro4ThwmEovEvLD%2F16gHCFN8Oq6LEzS7cboBP5eyX4%3D) There are still a few steps to go!

## Choose the new template for the Corporate name

Now that this new template has been added to the **Template** object, she can also change it in the Corporate name.

Note: If you want to make changes to your Visualforce page at a later date and don't want to disrupt your sales reps' process, you can just change the template on a test quotation. From the **Quotations** tab, she can add her template in the **Other template** field (provided it's saved in the **Templates** object) by opening an quotation record.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-JINBHJ2X.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A58%3A40Z&se=2026-10-28T01%3A58%3A40Z&sr=c&sp=r&sig=I8ro4ThwmEovEvLD%2F16gHCFN8Oq6LEzS7cboBP5eyX4%3D)

To remember: If you're in the setup phase or in a sandbox, you can put the model directly in the Corporate name.

If your sales use Frisbii on your production org and you'd like to test your sandbox-validated template in your production org, use a test quotation to test the display of your new template.

### Steps

1. Go to the **Corporate name** tab.
2. Change the template in the **Default templates** section.

![](https://cdn.document360.io/b84e1b5d-2ba6-4465-8c62-fb45a2f31314/Images/Documentation/image-D77C0JZI.png?sv=2026-02-06&spr=https&st=2026-10-28T00%3A58%3A40Z&se=2026-10-28T01%3A58%3A40Z&sr=c&sp=r&sig=I8ro4ThwmEovEvLD%2F16gHCFN8Oq6LEzS7cboBP5eyX4%3D)

That's all there is to it!

## Give access rights to the Visualforce page you've created

And there's more to come! To ensure that her users will see the quotation template later, Linda still needs to modify the access rights to the Visualforce page created. Fortunately, the following procedure will show her how.

### Steps

1. Select the permission set of the users who are to generate the quotations (e.g. Frisbii Sales and Frisbii Finance).
2. From this permission set, go to Applications > **to access the Visualforce page**.
3. Click on **Edit** and add your template to the Enabled Visualforce Pages column, then save.

Linda is proud to show Candace all this. What speed!