In order to take full advantage of the proposal pdf generator functionality, customize the proposal's layout to fit your company's needs.
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If you are using legal entities please take a look here 7.2.6 Configure Legal Entities.
Table of Contents |
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Edit
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the Quote Template Custom Labels
Open the Setup menu and navigate to Custom Labels.
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Info |
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Some of the labels are html enabled. If you want to insert a break in the label's translation text, please enter <br>. To clear these html enabled text fields, enter " ". |
Edit works similar. You just click on the listed local translations and open the editor and save.