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Rudi Gerets

Email body sales quote

Jan 24 at 09:55 AM | 66 Views

Where can i change the standard text that is displayed in the Email body when you send a sales quote? And i don't mean just for once, i want to change it for all upcoming quotes...

schermafbeelding-2018-01-24-om-104412.png (225.4 kB)
SAP Business ByDesign
byd crm | quotes | email body
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2 Answers

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    Carol Pan
    Jan 25 at 02:20 AM

    Hello Rudi

    To maintain or modify Email template context, please kindly follow the steps as below:

    1.Go to Application and User Management Work Center> Business Flexibility > choose Form Template Maintenance.

    2. Select the form template for which you want to create an e-mail template. (In your case, Sales Quote)

    3. Go to Actions from the drop-down select Create E-mail Template.

    4. Select HTM/HTML file which can be used as an e-mail template and click Ok.
    ***Note : The System only supports HTM/HTML file format uploads as E-mail Template.

    If you find Sales Quote is not available in the Form Template Maintenance options, please refer to the following document to fix it.

    2267946 - Interactive Form Not Available in the Form Template Maintenance

    Regards,

    Carol

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    Adam Jems
    Sep 15 at 11:35 AM

    this is well-described steps I wanted to know what can I follow the same step in my outlook account in order to create change the standard text of my Email body because I want to do the further by changing the quotes. for more detail visit - outlook customer support

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