Dec 8, 2021 2:43 PM
I am working on creating a custom quote template and have run into a stumbling block. I've cloned the exisiting cms-quotes-theme boilerplate and modified the line items table to display certain information. This is working fine. However, when creating the quote using that template the Comments to buyer and Purchase terms are not populating with the entered text.
To verify this wasn't something in my template I messed up I created a new cms-quotes-theme clone and didn't change a thing. This behavior persists in this clone as well. When creating a quote from a custom template using cloned theme, the Purchase terms and Comments to buyer do not populate with the data entered.
Any advice would be appreciated.
Dec 13, 2021 5:05 AM
You have to go to your quote template and check it
Settings -> Objects -> Products & quotes -> Customized quote templates
Select one which you use for a quote and ensure that you use personalize token for terms and comments