quote will have to be built based on the specifics and attachments defined on the template
On the other hand, 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
Overview
Content Tools