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Former Member
Mar 24, 2009 at 01:07 AM

Load template for Sales Quote?

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Hello,

I am new to SD.

Is there any way to load a template into a Sales Quotation (so that the same materials are always displayed on the quotation)?

I have tried to use a Create with Reference, but I can't see to get this functionality to work? I put in the quotation (template-like) and it wants more information.

Thanks,

Dan