1. Open new Quote Template screen from Sales | Quote Templates menu. If there is no existing record, this will open a new Quote Template screen. If not, click the Add button on the integrated search grid.
  2. Fill out the Quote Template fields. Refer to Quote Template | Field Description to help you in filling out the fields.
  3. Use the Move Up and Move Down buttons to rearrange the sections.
  4. Save the record once done.
    Here is a sample Quote Template record.



 

  1. Open new Quote Template screen from Sales | Quote Templates menu. If there is no existing record, this will open a new Quote Template screen. If not, click the Add button on the integrated search grid.
  2. Fill out the Quote Template fields. Refer to Quote Template | Field Description to help you in filling out the fields.
  3. Save the record once done.
    Here is a sample Quote Template record.

 

 

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