In order to take full advantage of the proposal pdf generator functionality, customize the proposal's layout to fit your company's needs. 

If you are using legal entities please take a look here 7.2.6 Configure Legal Entities. 

Quote Preferences

When you create a new proposal, you can choose between different record types: one in portrait format, the other in landscape format.

Edit your Proposal Settings

You can either create a new layout or edit an existing layout. In both cases you are able to change numerous aspects of the layout's design:

1. Check if you need the first cover page or not.
2. Provide pricing information which shows on all proposals: Enter volume discount scales if you offer those to all of your customers (You can store different version if using Legal Entities).
3. Displays your chosen record type
4. Give your Settings a name
5. Displays the selected image file for you logo. Pls use 6. to select it. 
6. Add an image to your proposal (max 100x200 px). Make sure to tick the checkbox 17. "Show Logo". Read here how to customize this: 7.5.1.3 Add your Customer's LOGO to PDFs
7. Displays the Gross Amount on your proposal if checked.
8. Hides the "Additional Fees"
9. Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9.
10. Defines if Left Header Image is displayed on Cover Page
11. Defines if Left Header Image is displayed by Document Type Proposal
12. Defines if Left Header Image is displayed by Document Type Order Confirmation
13. Defines if Left Header Image is displayed by Document Type Cancellation
14. Disables Page Breaks before your Text Blocks
15. Displays the signature block below the text blocks if you have customers who sign your document and send them back.
16. Tick the checkbox to activate the layout. If you are not using Legal Entities only the ONE active settings record gets used for all proposals.
17. Check this if you like to display the logo. Make sure you have selected an image in 5.+6.
18. Always hides the Notes Box below the table
19. Only hides the Notes Box below the table if the description field is empty.
20. Allows you to additionally to your logo display the Logo of your customer, agency network or other. Either on the left or right see 9. 
21. Changes the color code of your table on the second page. Please enter the color in hexadecimal. Also refer to 26.
22. Defines if the signature block is displayed by Document Type Proposal
23. Defines if the signature block is displayed by Document Type Order Confirmation
24. Defines if the signature block is displayed by Document Type Cancellation
25. Hides the box with Technical Specifications
26. Changes the color code of your table headers on the second page. Please enter the color in hexadecimal. Also refer to 21.

Second Section

The field on the bottom part are used for the following settings:

1. Hide the info table on the cover page. For more information read this 7.5.1.4 Customize the Info Table for the PDF Cover Letter
2. If you don't hide the info table and you have enabled the cover letter use these fields to define what data is shown in the info table on the first page.
3. Define who to send the cover letter to.
4. The four fields define the four columns above your media campaign table on the second page. You don't have to use all four. 
5. If you are using Packages you can hide the components from your customers or
6. Optionally just hide certain component fields. Please enter here a line-separated list of fields which you wish not to display for your package components.
7. Link here to your custom labels to configure the Footer on the cover letter. More information here 7.2.6 Configure Legal Entities
8. Link here to your custom labels if you are using a Full Size Footer on your proposal. More information here 7.2.6 Configure Legal Entities
9. Link here to your custom labels if you are splitting your Footer in Middle Data on your proposal. More information here 7.2.6 Configure Legal Entities
10. Link here to your custom labels if you are splitting your Footer in Left Side Data on your proposal.More information here 7.2.6 Configure Legal Entities
11. Link here to your custom labels if you are splitting your Footer in Right Side Data on your proposal. More information here 7.2.6 Configure Legal Entities

Click Save to complete the creation or editing of the proposal layout.

Edit Proposal Template

Click on your name displayed in the top right-hand corner. Select the Setup menu (1).
There go to Custom Labels under Create (2).

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.

Create New Local Translations / Overrides

Click the button New Local Translations / Overrides.

Enter Text

Choose a language from the pick-list. Only those languages activated in the translation workbench without an existing translation for this label are available. Enter the text in the field Translation Text (1). Then click Save (2).
Repeat the last three steps with the all needed labels if necessary.
Please note: 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 " ".