Skip to Content
Menu
This question has been flagged
3 Replies
750 Rodiniai

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.

Portretas
Atmesti
Autorius 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.


Portretas
Atmesti

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

Portretas
Atmesti
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

Portretas
Atmesti