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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.

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Tekijä Paras vastaus

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.


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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"

Paras vastaus

Hi Cybrosys

How can we inherit the template?

Thank you

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Paras vastaus

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

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