• Kushal Doshi
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Hi guys, the quote template has lots of limitations when it comes to styling; I would like to do something custom and need a step-by-step guide. Basically, I would like a "create quote" button on quote pagelayout that references my visualforce page and creates the pdf. 

So I think I need to follow the steps below:
1. Create a custom controller class. Can I do this with standard List controller? Basically, I have to query all the quote and quotelineitems
2. Create a new visual force page using controller from step1, add the proper styling and render as pdf.
3. Create the button on quote with a link to visual force page
Any tips and guides are appreciated. 

Did I miss anything? 
  • October 17, 2016
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