To set the default template for your defect and service quotes, take the following steps:
For Defect Quotes
- Click Control Panel > Defect Quoting.
- Select your desired default template by selecting from the drop-down menu from the Defect Quote default template field.
- Click Save.
For Service Quotes
- Click Control Panel > Service Quoting.
- Select your desired default template by selecting from the drop-down menu from the Service Quote default template field.
- Click Save.
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