FAQs in this section
How can I share a quote?
How can I print a quote?
How can I create a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How can I create a quote from a deal?
How can I add a new section in a quote?
How do I add a product or a service to a quote?
What does the Sync with Deal button do?
Can I sync multiple quotes to a single deal?
How can I generate a sales order from a quote?
How can I generate a purchase order (PO) from a quote?
How can I generate an invoice from a quote?
How can I generate a subscription from a quote?
What is Quantity in Stock?
What is Quantity in Demand?
What is Quantity Ordered?
Can I convert a quote into an invoice?

Can I change the template of a quote?

Yes, you can customize the template for a specific quote by going to the Settings widget in the Summary view.
Follow these steps :
  1. Click the Menu icon.
  2. Go to the Sales tab.
  3. Select the Quotes module.
  4. Open any Quote record.
  5. Click the Settings widget.
  6. Click the Template Applied dropdown.
  7. Choose the template.

You can also change the template of a quote in the Print Quote screen.
Follow these steps :
  1. Click the Menu icon.
  2. Go to the Sales tab.
  3. Select the Quotes module.
  4. Open any Quote record.
  5. Click the More button.
  6. Click the Print icon.
  7. You can change the template of the quote by choosing any template from the list.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center
© Copyright 2021 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube