Customize templates
  • 28 Jun 2021
  • 1 Minute to read
  • Dark
    Light
  • PDF

Customize templates

  • Dark
    Light
  • PDF

You can customize your existing template while creating a quote or contract. Follow these steps to customize a template while creating a document:

  1. Click CREATE DOCUMENT next to the opportunity on the OPPORTUNITY PIPELINE/DOC ASSETS page.
  2. Select the document type and template which you want to customize.
  3. Click CUSTOMIZE THIS TEMPLATE at the right top of the page.
  4. On the Customize/Clone Document window, enter the name of the cloned template.
  5. Click CLONE TEMPLATE.

You can edit the template as you want and publish it.


Was this article helpful?