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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
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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 - Quote Page - Clicking this field will open the Quote Page Builder screen.Use this field to attach create a file relevant to the Section Name. Titles - If selected, titles of categories or product types will be displayed for the items |
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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.
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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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Overview
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