If a template is assigned to the quote, the report will have to be built based on the specifics and sections defined on the Quote Template. The content of each section is defined on the section's Quote Page.

Let us take a look at the report of this Quote and its template setup.

Print the Quote. Notice that it will include in the report the quote page associated with each section.

  • Section 1: Title Page
  • Section 2: Quote Order (this is the actual quote report)
  • Section 3: Terms
  • Section 4: Signature Page

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If there is an assigned Template, the preview will include the sections listed on the Quote Template. Note that the content of each section is defined on the section's Quote Page. Let us take a look at the report of this Quote and its template setup.
  • Section 1: Title Page
  • Section 2: Quote Order (this is the actual quote report)
  • Section 3: Terms
  • Section 4: Signature Page
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