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Change Quote Template

New Member
Posts: 1
Country: United States

Change Quote Template

I want to use my proposal with my logo. I saved it to the templates, but could not get the 'insert' fields to save.  Also, i want to be able to click to the quote straight from the opportunity area and get to my proposal not the ACT quote.  Help.
Moderator
Posts: 4,395
Country: USA

Re: Change Quote Template

Follow the knowledgebase article below.

 

How to Create and Modify Quotes in ACT!