Mark Service Quote Template Made Easy

Initials painting quote template

in this video we're going to learn about code template once you have created your code you would like to share it with your customer to do that will first create a template the template creation process consists of creating a tag or template then adding your logos to the top woman folder in CPU then creating a template content sections and at the last line cause now let me jump into cpq I will do the first step we're going to create a code template let's give it the name as the sombre template and let's fill in some information like my company if you have stayed say I am postal code email country and I'll hit save so the first step is to create a code template the next step is to add the Lobos to do that we need to now go into the classic view then we will look into the document folder over here over here I already have uploaded a company logo which I'll just copy paste the ID of this particular company logo and if I go back to the template that I was working with code template somewhere template edit I will specify the document ID over here similarly if I have a watermark I will go ahead and specify the watermark also I hit save the first two steps are done creating a code template and logos then we need to create template content to do that this again go back to cpq say content now let's create view content like the top header so we will say template top now this comes pre-built with certain fields as such if I want to go ahead and change it I can change this particular template top and just save it then if I go back and again search for content templates I can create a cover page for example I already have a cover page over here and if I want to edit it I say we are delighted to present to you code for amount and then I'm going to use a merge field which will pick up the amount net amount for that particular code let's see now let's go back to our template again the somber template over here all these line columns are automatically added if I want to add new section over here I'll go ahead and add a section name top I will have template table as a content top margin I'll say 1 what a marginal say 1 hit then I'm going to add one more section by name cover page I'll add the content cover page this I'll say two bottom margin - and I would say I need a page break before this particular or I need a feedback after this I hate to save the next one I want to display the product lines on to the code template soil marketers product lines in the content I have product lines I'll say margin s1 is this one see one thing that we need to do now is we need to specify the display order of all these sections so I'll say this is 10 then cover page we will say is 20 and then we have got product lines which will say yes 30 now let's see how this template looks like when we try to run it from an existing code the line go to a court will open that code say generate document select the Samba template preview well this is how it looks like I have got my company name the logo that I added on the top the data that I entered in the header and what I am trying to sell over here so this was my cover page we are delighted to present and on the next page we have our line items now from where are these column heading coming quantity part on description they all are coming from the line let me show you column lines so if I go back to my template these are the ones quantity part number description those we are showing it over here now unit price is going beyond the range to do that we'll go and edit the unit price with make us width as 20 see and we'll try to generate this document again so if I go back and look at the product line now the width of this column has increased a lot so this is how you can keep on customizing the template as per your own business scenario just to reiterate we just created a code template where we first created a template then uploaded the logo then we created template content sections and the last we can go ahead and create line items