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nlsnydernlsnyder 

how to setup email template as quote pdf template?

Uploaded email template to salesforce via communication templates.

 

How do I put that template under quotes so I can choose it as a template?

Navatar_DbSupNavatar_DbSup

Hi,

 

Check your template that option” Available for Use” is selected or not. If it is not selected the select this option. After this, go to your quote. Click on Email Quote - > Select your template and Click on Send.

 

Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.