How do I set the default template for defect and service quotes?

Article author
Aleks Petrovic
  • Updated

To set the default template for your defect and service quotes, take the following steps:

For Defect Quotes

  1. Click Control Panel > Defect Quoting.
  2. Select your desired default template by selecting from the drop-down menu from the Defect Quote default template field.
  3. Click Save.

Default_template_defect_quotes.gif

For Service Quotes

  1. Click Control Panel > Service Quoting.
  2. Select your desired default template by selecting from the drop-down menu from the Service Quote default template field.
  3. Click Save.

 

Service_Quote_default_template.gif

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