Select Generate Document on your Quote to generate a Quote document from one of your Quote Templates.
If documents should be visible to users other than the creator, they must be saved in a folder that all required viewers have permission to see. You can select this folder in Package Settings | Documents | Document Folder.
Image Fields in Template Content
When a sales rep is ready to generate the Quote document:
|Save||Click to generate the document in the background and save to target destination and Documents.|
|Save & Email||Click to generate the document and to open a task that allows you to email the document to a Contact. You can copy additional recipients, create an email message, and attach additional files.|
|Preview||Click to open a Preview of the quote document. This will appear in a pop-up window unless the administrator has enabled Full Page Preview from Configuration Settings.|
Click to cancel the document generation; the document will not save to target destination and Documents.
Generate documents in non-PDF formats