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Is there any way to change the OOTB Quote Summary word document that gets generated when 'Export to PDF'. Where is the OOTB Quote Summary word document? How do I access it?
We can create our own template for our need otherwise we can update existing templates already given in OOB suite.
You can go Settings > Templates > Document Templates to view existing and create new, but dynamics does not provide OOB functions to download/edit existing templates inside CRM UI.
To achieve this we have to use XRMToolBox extension called as Document Template Manager.
Update Existing Word Template in Dynamics 365 using XrmToolBox - YouTube
Download XRM ToolBox. https://www.xrmtoolbox.com/
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