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We make use of different quote templates for different clients.
How can I select the quote template that I want to use when creating the PDF?
I need to be able to select the quote template that I want to create.
Hi partner,
The quote template is actually the word template. So we just need to upload your word template and it will appear in 'Create PDF'.
Go to Advanced Settings > Document Templates, click +New button to update your word template.
Once the word template has been successfully uploaded and activated, it will appear in the 'Create PDF' button of the corresponding entity form.
In addition, after uploading the word template, you could enable security roles to control who it is visible to.
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