In order to To take full advantage of the proposal pdf generator functionality, customize the proposal's layout to fit your company's needs. :
| Page Tree | root | 7.5.1 Configure your Proposal Layout
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| Child pages (Children Display) |
You can customize various PDF display options using the 4.2.10 PDF Settings.
If you are using legal entities please
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refer to 7.2.6 Configure Legal Entities.
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| Table of Contents |
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1. Edit your Quote Template Labels
Click on your name displayed in the top right-hand corner. Select the Setup menu (1).
There go to Custom Labels under Create (2).
1.1 Open Label
For your proposals and order confirmations, you are able to adapt any custom label. For editing the proposal layout, customize the labels called assigned to the category Standard Quote, e.g. Conditions of Payment Text, Technical Specifications and Delivery Advertising Medium.
Open one of them with a click on the label's name.
1.2 Create New Local Translations / Overrides
Click the button New Local Translations / Overrides.
1.3 Enter Text
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