Guidelines for Using the Quote Templates Editor

General Guidelines

• Click beneath the palette at the top to expand or collapse it.
• In the left column, select an object to display its fields on the palette.
• Use Quick Find to easily locate items on the palette.
• To add an element to the template, drag it from the palette to the layout.
• To remove an element from the layout, drag it back to the palette, or hover over its title bar and click .
• For any section (including a header or footer), double-click its title bar or click to:
  • Hide the section title.
  • Hide field labels. (Field names appear in gray in the quote template editor, but they don’t appear on quote PDFs.)
  • Change the number of columns (one or two).
  • Adjust field alignment.
• To rename the template, click Quote Template Properties.
• To show field content without labels in quote template sections, headers, and footers, click , and then select the Hide checkbox.
• Use the Blank Space field to add vertical space anywhere on the template. Each Blank Space field adds five pixels of vertical space to the quote PDF.
  

  Note The space in the quote template preview doesn’t look the same as the space in the quote PDF.

Guidelines for Using Headers and Footers

A header or footer is essentially a section. You can add fields to it and show or hide its title. You can’t remove a header or footer or add more sections to it.

• In the quote template editor, select an object, and then drag the fields that you want to the header or footer.
• To use an image, such as your company logo, or include extended information, such as terms and conditions, use Text/Image Field.
• To change the number of columns in your header or footer, click , and then select the number (one or two) that you want.
  • To display an image that spans the width of a page, use a one-column header or footer.
  • For terms and conditions text, use a one-column footer.
• To change field alignment within a column, click , and then select left or right alignment.
• To hide field labels, click , and then select the Hide checkbox.