How do I create a quote document and e-mail templates in SuperOffice CRM?

To create a quote document template and e-mail templates, please follow the steps below:

1. Decide which particular Quote document template you want to create. Please check this FAQ to understand the difference between the quote template types.

2. To create a document template, please check this FAQ to learn how to do it.
   
   Note! When creating a document template, please remember to select the Quote document type.
   
   

3. To create an e-mail template, please check this FAQ to learn how to do it.
   
   Note! When creating a quote e-mail template, please remember to choose Template type: Quote or Order confirmation.
   
   

4. In the quote templates, you can use template variables that will fill in the information automatically. Here you can find a list of all available template variables. You can also use merge field functionality. Please read this blog post on how to add these fields.

 

More information

Blog: Quote Template - Total discount example