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Output Settings - Sales Quote

Former Member
0 Kudos

Hello together,

I have a question about the sales quotes. I want to edit the output settings from sales quotes.

I know, where I can edit this for each business document.

But I want edit the general default output settings.

I want to edit the e-mail subject and the e-mail text signature.

Can someone explain me, where I can change this settings.

Thanks and regards Kathrin

Accepted Solutions (1)

Accepted Solutions (1)

sanath_bs2
Active Participant
0 Kudos

Dear Kathrin,

We understand that, you want to change E_mail body and subject for a Sales Quote.

You can create HTML e-mail template with required content and upload it to a form (which Sales Quote is using) in form template maintenance.

But you cannot change / influence subject in runtime.

Hope this answers your query,


Regards,
Sanath

Former Member
0 Kudos

Hi Sanath,

thank you for your reply.

Can you tell me, where exactly I can find/change/download/upload this template?

Currently we don`t use the sales quotes. We are in the device.

Regards Kathrin

sanath_bs2
Active Participant
0 Kudos

Dear Kathrin,

You need to do this from Silverlight UI.

I have attached screenshot.

You also get more information on this in help center (e-mail template).

Regards,
Sanath

Former Member
0 Kudos

Hello Sanath,

is this the only possibility to change the e-mail text?

Currently we already have an standard e-mail text for sales quotes. But for the sales quote form template there is no e-mail template. How can that be?

I don`t want to create a new e-mail template. I only want to edit the existing template.

Regards Kathrin

sanath_bs2
Active Participant
0 Kudos

Dear Kathrin,

Yes this is the place to change e-mail text body in runtime. As standard, we wont deliver e-mail template to any form. Its customer choice to upload it if it is required. After upload, it will show "yes" meaning e-mail template is uploaded.

Regards,
Sanath

former_member200567
Active Contributor
0 Kudos

Hi Kathri,

This might be helpful.

Best Regards,

Fred

Answers (2)

Answers (2)

Former Member
0 Kudos

Yes you are right. The country of the customer wasn`t the right.

Thank you!

Regards Kathrin

Former Member
0 Kudos

Hi Sanath,

Hi Fred,

I created a new e-mail template and uploaded it.

Unfortunately the e-mail text and subject haven`t changed. It`s the same text like before.

How can that be?

Regards Kathrin

sanath_bs2
Active Participant
0 Kudos

Dear Kathrin,

Is your sales quote using this perticular template (German_French). Incase if it uses different variant, this will not work.

Regards,
sanath

former_member200567
Active Contributor
0 Kudos

Hi Kathrin,

As Sanath  mentioned, are you sure that your German_French template is selected ?

And email subject cannot be changed that's a limitation.

Best Regards,

Fred