Creating quote templates and template content
A quote template controls the format of your company's quotes. Templates can be created as per your company's quote generation requirements. They contain different sections, which can be customized. You can create multiple quote templates as per your business requirements and set one as the default.
To create a new template, navigate to App Launcher Quote Template New. This will open the following screen:
Figure 5.3 – The New Quote Template form
As shown in Figure 5.3, there are a few important fields in the New Quote Template form:
- Template Name: This field is used to provide a meaningful name for your quote template.
- Default: You can select this checkbox if you want to set this template as the default template for reps when they are creating new quote documents.
- Deployment Status: While your administrator is working on building the template, this status can...