Can I change my deal templates?

Need to make some adjustments to the content of your deal templates?


Just go to 'Settings' - 'Deals', and click the pencil next to the template you want to adapt under 'Templates for quotation content'. 


Template Quotation Content



Do note that a template needs to have been added before the option to adjust them appears in the settings. Haven't yet done so? Find the 'Save quotation as template' button under 'Actions' on the right hand side of your deal:





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