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Is it possible to change the default name of a word document template file name? For our quote for example, there are all created by default as "Standard Quote" which the name of the template but we would like to have the "Quote name" instead when we create a PDF file or send PDF by email.
Not possible with out of the box configuration.
If you are okay using some thrid party workflow components, you can give a try with the following: (i haven't tried this but found via Google)
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