1. Open a new Quote Page screen from Sales | Quote Page Builder menu. If there is no existing record yet, this will open a new screen. If not, click the New button on the integrated search grid.
  2. Enter the page a unique Title. This detail is required.
  3. Provide a brief Description to explain the title, if necessary.
  4. Enter the content of the page on the Editor area.
  5. Save the record.
    Here is a sample Quote Page.

 

  • No labels