How to add Quote format template to a quote
Hi!
New to working with Quotes and trying to get it to work to send my first test quote, but I am stuck:
I am (desperately!) trying to add a quote format template to a quote I want to send/publish.
I have got everything set up including the actual quote template, but when I click the SEND button to open the send popup-window, I am missing a value from the quote format dropdown:
I have searched far and wide in the forums, user guides and documentation and I cannot find anywhere which shows you how to add/edit/maintain this kind of template.
The closest I get is to a mention of its existence:
under this section: https://devnet.superoffice.com/en/admin/lists/learn/sale-type.html
Any help is greatly appreciated!
Best Regards,
Henrik
Alle Antworten (4)
Hi, Henrik!
Glad you are reaching out.
Can you check that you have a tempale that is marked as "qoute details"?
If the above option did not help, then can you try to turn on headings and make sure the template you are looking for is marked visible for all usergroups?
Hi Henrik,
thank you for your question. Please take a look at these two FAQs:
How do I create a quote document and e-mail templates in SuperOffice CRM?
WHAT ARE THE DIFFERENT TYPES OF QUOTE DOCUMENT TEMPLATES AND WHEN ARE THEY USED IN SUPEROFFICE CRM?
Hope that you'll find the answers there!
Best regards, Giedre