You can change the template of a Price Book from the Print Price Book screen. This is a temporary change only until the Price Book is printed.
Follow these steps to change the template of a Price Book:
- Log in to the CRM.
- Click the main Menu.
- Go to the Inventory tab.
- Select the Price Books module.
- Open any Price Book.
- Click the More button.
- Click the Print button.
- Select the template you want from the list of all templates.
- You can perform any of the following options:
- Edit & Export- You can edit the price book and export it to your local system.
- Email with PDF- You can email the price book record as a PDF to the contact.
- Print- You can print the price book and keep a hard copy.
- Save as PDF- You can save the price book as a PDF on your local system.