Quote templates (GA)
Quotes are generated based on the default quote template embedded within the system. The default quote template controls the look and feel of the quote. Now, you can create custom quote templates where you define what you want the quote to show.
- Administrators and Lead Project Managers can manage custom quote templates.
- A custom quote template is a resource (based on an
*.xlsxfile) which controls the look and feel of the quote: information displayed and branding. - Administrators, Lead Project Managers and Project Managers can select custom quote templates during project template creation or project creation. When users select a custom quote template, the default quote template (provided behind scenes by the system) no longer applies.
- Custom quote templates do not apply to vendor quotes.
- A custom quote template is a resource (based on an
For more information, consult this topic.