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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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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. |
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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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