Associating quote templates with project templates
You can associate a project template with a quote template customized by you. Doing so results in the quote being downloaded in a customized format.
Procedure
- Configure you project template as per usual.
- On the Settings page, identify the Quote Template list, and do one of the following:
- To use the default quote template applied automatically by the system, do not select any value from the list.
- To use a quote template customized by you, select it from the list.
- To delete a quote template, select the
Xsign. The default quote template applies.