Migrating proposal to quote - not showing up

SOLVE
AvniY
Member

Hello there,

First of all I want to greet you for your great products.

I developed a quote template for my client and now it needs to be migrated.

I followed the migration guide which is very clear, but when I

1. Duplicate the basic cms-quote-theme

2. Change its label/name

I just don't see it in the templates list when creating a new quote.

 

Not sure what to do from here - has anyone encountered such issue?

 

Thanks

Avni.

1 Accepted solution
bfishin
Participant

Yes, make sure you don't miss the this last step!: You should be able to create a template using this theme by navigating to Setting > Objects > Products & Quotes > Quote Templates > Create Quote Template. When you create this template from here, you should then have the ability to use this in Sales > Quotes

1 Reply 1
bfishin
Participant

Yes, make sure you don't miss the this last step!: You should be able to create a template using this theme by navigating to Setting > Objects > Products & Quotes > Quote Templates > Create Quote Template. When you create this template from here, you should then have the ability to use this in Sales > Quotes