Jun 28, 2021 12:56 PM
I have my new quote theme templates working and am wondering about the best way to transition out of the old proposal theme templates:
1. Is it safe to delete my old proposal theme templates so the no longer show up in the "Quote Template" selection dropdown in the quote wizard (and confuse users). If I simply delete them will existing published quotes that were created using the old proposal theme templates still be viewable? Or is there a way just to "hide" them in the "Quote Template" selection dropdown?
2. Is there a way to hide the HS "Standard" (never used by our) forms in this dropdown?