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How to change the default Quote Print Template

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Posted on by Samantha73

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Hi All

I'm not sure how others are managing print layouts - word. There are two problems

1. Change the default layout option

Instead of the system default option we want a custom layout as below

2. Is there a way to UPDATE existing layout without recreating. Either this can be the system layout as above or a customer layout. Currently I have to delete and upload the changes or I will see many versions as above

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Microsoft Dynamics CRM

Sales

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Samantha73 2,437 on at

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How to change the default Quote Print Template

The requirement is to have multiple templates but nominate 1 as default so most users will use the default most of the time
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Amit Katariya007 8,506 Super User 2024 Season 1 on at

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How to change the default Quote Print Template

You want to remove all the repeated Quote templates?

If yes then you can check out templates and make sure disable or delete older templates, that way you will only able to see limited options.