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Quote template

sales quote template
By
Dale
on 10/5/15, 1:14 AM • 1,089 views

Hi


I need to create a second template layout for quotes. All the same fields just a different view of them. How do I go about doing that?


Thanks

Are you talking about a formview, treeview, QWeb report, ...? Add some more information on your question please :)

Yenthe
on 10/5/15, 2:13 AM

Hi Vanesh. Thanks for your reply. It's a Qwebview I THINK. The users must be able to choose between the default template when sending a quote from the email window (currently there is sales and sales portal) and a new one I am trying to create. I can create a new template and a new report but I can't create a bew Qwebview. When I try it disappears as soon as I click save, so the new report I create for the new template is identical to the original sale.order view. If I change it to display the fields differently then so do all the other templates look the same when sending

Dale
on 10/5/15, 2:31 AM

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Asked: 10/5/15, 1:14 AM
Seen: 1089 times
Last updated: 10/5/15, 2:31 AM