Quote template workflow

@mbdrag3 You could create a deal property group titled “Quote Template Settings”. Then, have a choice dropdown to specify what branding you would like to use. Then based on that value, the quote will look for that custom property value and swap out the logo from an array of options. All of this can’t be done without a developer resource, but if you have one, you can do a lot of cool customizations like this. Contact me if you would like to discuss this further and I could show you some examples.