Custom Quote Template Beta

DAllen6
Member

Custom Quote Template: Comments and Terms rich text not appearing

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.  

 

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Thanks!

dmytro
Participant

Custom Quote Template: Comments and Terms rich text not appearing

Hey @DAllen6 

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

 

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