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  1. Open new Quote Template screen from Sales | Quote Templates menu. If there is no existing record, this will open a new Quote Template screen. If not, click the Add button on the integrated search grid.
  2. Fill out the Quote Template fields. Refer to Quote Template | Field Description to help you in filling out the fields.
  3. Save the record one once done.
    Here is a sample Quote Template record.
    Image Added


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title15.4

 

  1. Open new Quote Template screen from Sales | Quote Templates menu. If there is no existing record, this will open a new Quote Template screen. If not, click the Add button on the integrated search grid.
    Image Added
  2. Fill out the Quote Template fields. Refer to Quote Template | Field Description to help you in filling out the fields.
  3. Save the record once done.
    Here is a sample Quote Template record.
    Image Modified