mai 26, 202111:37 AM - editado mai 26, 202111:38 AM
Participante
Migrating proposal to quote - not showing up
resolver
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
mai 26, 202111:37 AM - editado mai 26, 202111:38 AM
Participante
Migrating proposal to quote - not showing up
resolver
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