FAQs in this section
How do I share a quote?
How do I print a quote?
How do I create a quote?
What is a Quote?
How is a quote important in a Deal Journey?
How do I create a quote from a deal?
How do 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 do I generate a sales order from a quote?
How do I generate a purchase order (PO) from a quote?
How do I generate an invoice from a quote?
How do 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 add multiple items in a purchase order or sales order from a quote?
What should I do if a custom font is not displaying in my quote?

How do 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.
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