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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 modify and customize S-Docs templates using the template 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 and adjusting page settings.

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

Note: In the source editor, you cannot use any of the buttons on the toolbar; they are reserved for use in 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.
    S-Doc sample template
  3. In the resulting screen, click the Source button in the template body .
    Edit template format
  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: March 23, 2026