I need a cover page to communicate about the pŕoducts or services that I sell
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Deze vraag is gerapporteerd
1
Beantwoorden
2988
Weergaven
Configurations
1-Enable Quotation templates
Sales → configuration → quotation templates
2-Create a new template using Studio, add the following field in form view:
Type: HTML
Display Name: ”Front page”
Name: x_studio_XXXXX
Content customization
3- Input text, images and/or tables as required.
Configurations pt. 2
4-After, add a Related field in the Quotation in a new tab “Front page” aiming to the HTML from the quotation template. In this tab, we can check the template to be used.
Type: Relation field
Display Name: ”Portrait”
5-Go to studio and select Reports “Quotation/Order” go to edit and add a field to doc->quotation template->Front page
Proof of concept
6- With this configuration our Quotation had the front page and order lines in the same document.
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