Skip to Content
Menú
This question has been flagged
3 Respostes
758 Vistes

I use v.17.    How can I modify the default PDF quote when I send a quote by email?

I would like to attach to the email a quote with a different layout I already made.

Avatar
Descartar
Autor Best Answer

Thank you for your answer. I found an easier way (I believe). In the email template, modify the field "Rendiconti Dinamici."  Sorry for the image in Italian.


Avatar
Descartar

For those who can not find the setting:
Settings -> Technical -> Email Templates -> Purchase: Purchase Order -> Settings [TAB]

Sorry for the omision, the field is called "Dynamic Reports"

Best Answer

Hi Cybrosys

How can we inherit the template?

Thank you

Avatar
Descartar
Best Answer

Hi,

To achieve this you may need to inherit the template 'report_saleorder_document' and make the appropriate changes. For changing the header and footer designs you can use the PDF Quote builder and upload the layouts from Sales settings.


Hope it helps

Avatar
Descartar