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定義預設報價文件
設定現場代表為報價建立 PDF 時產生的預設文件範本。請在「管理員主控台」中設定此範本一次,該範本會套用至您組織的報價。這可讓每個產生的報價文件保持一致,而不需要代表每次選取範本。
設定現場代表為報價建立 PDF 時產生的預設文件範本。請在「管理員主控台」中設定此範本一次,該範本會套用至您組織的報價。這可讓每個產生的報價文件保持一致,而不需要代表每次選取範本。
| 提供版本:Lightning Experience |
| 提供版本:具備 Life Sciences Cloud、Life Sciences Cloud for Customer Engagement 附加元件授權和 Life Sciences Customer Engagement 受管理封裝的 Enterprise 和 Unlimited Edition。 |
| 所需的使用者權限 | |
|---|---|
| 定義預設報價文件: | Life Sciences 商業管理員 |

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