詳細情報:
デフォルトの見積ドキュメントの定義
フィールド営業担当者が見積の PDF を作成するときに生成するデフォルトのドキュメントテンプレートを設定します。このテンプレートを管理コンソールで 1 回設定すると、組織の見積に適用されます。これにより、生成されたすべての見積ドキュメントの一貫性が維持され、担当者が毎回テンプレートを選択する必要がなくなります。
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