跳至內容
選單
此問題已被標幟
3 回覆
762 瀏覽次數

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.

頭像
捨棄
作者 最佳答案

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.


頭像
捨棄

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"

最佳答案

Hi Cybrosys

How can we inherit the template?

Thank you

頭像
捨棄
最佳答案

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

頭像
捨棄