Set the default document template that generates when your field reps create a PDF
for a quote. Configure this template one time in the Admin Console, and it applies across
your org's quotes. This keeps every generated quote document consistent without reps needing
to select a template each time.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions
Needed
To define the default quote document:
Life Sciences Commercial Admin
Note Field reps can generate, view, and edit PDF only from the web.
From the App Launcher, select Admin Console.
Select Orders Management.
From the Quote Document Settings tab, select the default quote document
template.
Save your changes.
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