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...

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:

Then she follows this procedure:

Steps

1. Follow the link to go to GitHub.

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

2. In GitHub, open the QUOTATION_TEMPLATE template.

3. In another browser tab, connect to your sandbox and go to Setup.

4. Type Pages in the search field.

5. Go to Visualforce Pages.

6. Click on the New button.

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

8. Paste the code into the new Visualforce page.

9. Fill in the Label field (the API name fills in automatically).

10. Save the page by clicking on the Save button.

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.

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.

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.

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!