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Associating quote templates with projects

You can associate a project with a quote template customized by you. Doing so results in the quote being downloaded in a customized format.

Procedure

  1. Configure you project as per usual.
  2. 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 X sign. The default quote template applies.