Update the OOTB Quote Word template

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Posted on by dsammied

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?

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Hi dsammied,

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

Note:

Download XRM ToolBox. https://www.xrmtoolbox.com/

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Hi Partner,

Can you click Yes under "Did this answer your question?" to close this thread if my answer is helpful.

Thanks.

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