This screen is used to create the building block for a quote which gives a level of organization when putting together a certain quote. When Quote Template is assigned to a Quote, that quote will have to be built based on the specifics and attachments defined on the template.

Open the screen from Sales folder | Quote Templates menu. If there is no existing record yet, it will open a new Quote Template screen.

Field Description

Header Details:

Name - Give the template a unique name for easy recognition.

Organization - Use this to define how the item will be arranged on Quote Report. Options are Item Category, Product Type, and Item Name. See also How Template affects the Quote Report Format

Titles - If selected, titles of categories or product types will be displayed on the Quote Report. See also How Template affects the Quote Report Format 


Grid Details:

Section Name - Give each section a unique name for easy recognition.

Quote Page - Select the Quote Page corresponding to this section. If the page you need is not on the list, you will have to add it on Quote Page screen.

Pages

Related Topics

 

This screen is used to create the building block for a quote which gives a level of organization when putting together a certain quote. When Quote Template is assigned to a Quote, that quote will have to be built based on the specifics and attachments defined on the template.

Open the screen from Sales folder | Quote Templates menu. If there is no existing record yet, it will open a new Quote Template screen.

Field Description

Header Details:

Name - Give the template a unique name for easy recognition.

Organization - Use this to define how the item will be organized. Options are Item Category, Product Type, and Item Name.

Titles - If selected, titles of categories or product types will be displayed for the items

 

Grid Details:

Section Name - Give each section a unique name for easy recognition.

Attachment - Use this field to attach a file relevant to the Section Name.

Titles - If selected, titles of categories or product types will be displayed for the items

Open the screen from Sales folder | Quote Templates menu. If there is no existing record yet, it will open a new Quote Template screen.

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