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What are the different types of Quote document templates and when are they used in SuperOffice CRM?
When working with Quotes in SuperOffice CRM you can generate different types of templates. These documents and e-mail templates can be found in Settings and maintenance when you go to Lists (1), and go to Document - Template (2) and E-mail template (3) lists.
Quotation – Main Quote document template
Quote details templates
Order confirmation template
E-mail text template for quote and order confirmation
More information
FAQ: How do I upload and use document templates in SuperOffice CRM?
FAQ: How do I create and use e-mail templates in SuperOffice CRM?
Learn the essentials: Use Quote in Sales