Templates
- What are Templates?
- Creating Templates
- Editing Templates
- Advance Settings in the Template Builder
- Read Only and Mandatory Fields
- Assigning Templates to Users or Groups
- Assigning the Authorized Counter Signature for a Template
- What are Pricing Bundles?
- Creating Pricing Bundles
- Customizing the Email Template
- Negotiating and Collaborating
- Adding a Terms and Conditions Link
- Turn Tax On or Off per Template
- Turning the Pricing Description On or Off