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Zuora CPQ

Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies
Zuora BillingZuora PaymentsZuora PlatformZuora CPQZephrZuora RevenueAccounts ReceivableRelease NotesBasicsEntitlementsSupport and policies

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Configure and modify templates in S-Docs

Edit S-Docs template

Learn how to edit S-Docs templates using the source editor.

The template editor provides a powerful interface for creating attractive, data-driven documents. This section explains how to edit the template body in Source, adjust page settings, and define document options.

Edit template in source editor

You can edit the HTML and CSS that represent your template by clicking the Source button in the WYSIWYG editor.

Note: You cannot use any of the buttons on the toolbar in the source editor; they are reserved for the WYSIWYG editor.
  1. Go to the S-Docs Template tab and select the template you want to edit.
  2. Click on the Template Editor button.
    Template editor
  3. In the resulting screen, click the Source button in the template body as shown below.
    Edit template
  4. Copy and paste the S-Docs Sample Template Code for the new quote template in the Source editor.
  5. Click Save & Close.

Last updated: October 24, 2025