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Solar eCRM Setup

Leads Module

Quote Builder

Orders Module

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Invoice Module

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Document Management Module

Corporate Company

custom_templates

Customize Templates

To edit custom templates - Click Settings > Template Settings


Choose Template

User edits a template by clicking on Preview button from the respective row of template.


Quote Email Customization

Once you click on Preview button of Quote email, it will take you to preview page of current quote email template as shown below.Click on Options > Edit Details to edit the content.

Edit

Once you click on Edit Details , you will get to the page shown below. In this page, user can customize the content by using the tools. If the user wants to add the field, user must follow step 1 and step 2. Step 1 is to select the category and step 2 is to select the field name. After selecting the field name (step 2), To edit content you hover and click the mouse in the desired section. Click on 'reset' to undo all the things you have done. Once the customization is done, click on submit button to save the changes.


Quote Contract PDF Customization

Quote contract pdf is a contract document which will be sent along with the quote email.Once you click on Preview button of Quote contract pdf, it will take you to preview page of current contract document template of quote as shown below. Click on Options > Edit Details to edit the content.

Edit

Once you click on Edit Details , you will get to the contract pdf customization page shown below. In this page, user can customize the content by using the tools. If the user wants to add the field, user must follow step 1 and step 2. Step 1 is to select the category and step 2 is to select the field name. After selecting the field name (step 2), To edit content you hover and click the mouse in the desired section. To undo all the things you have done click 'reset'. Once the customization is complete, click on submit button to save the changes.


Invoice PDF Customization

Invoice pdf is a document which can be printed out in invoice module.Once you click on Preview of Invoice pdf , it will take you to preview page of current invoice pdf as shown below. Click on Options > Edit Details to edit the content.

Edit

Once you click on Edit Details , you will get to the Invoice pdf customization page shown below. In this page, user can customize the content by using the tools. If the user wants to add the field, user must follow step 1 and step 2. Step 1 is to select the category and step 2 is to select the field name. After selecting the field name (step 2), To edit content you hover and click the mouse in the desired section. Click on 'reset' to undo all the things you have done. Once the customization is done, click on submit button to save the changes.


custom_templates.txt · Last modified: 2019/02/28 13:20 (external edit)