Within the desired document template, it is possible to edit the fields related to the Quote, adjusting their settings according to the needs of the process.
How to perform the edit?
Go to Administration > Document Templates;
Select the desired document template;
Click on Fields and select the Quote form.
Upon clicking Quote, all existing fields will be displayed. To edit a field, hover the mouse over the desired field and click the pencil icon to make the necessary changes.
After completing the edit, click Save and the changes will be reflected in the template.
Did this article help you? Leave your feedback below so we can keep improving our knowledge base. 😊
Still have questions? Don't hesitate to contact Support via the platform chat or by email at suporte@ploomes.com.