How do I create quotation templates and edit quotation text?
You can access the quote templates via the Scope menu under CRM > Quotations. Then click on “Templates” in the top menu bar.
Start: CRM > Quotations ... Templates
On the “Layout” tab, you can add lines to the quotation template.
You can do this in two ways: either by using text blocks or by using the texts stored in the charge types. Please note that the texts of the charge types cannot be edited directly in the layout. The system always uses the text that is stored in the respective charge type for the selected language.
If you want to change this text, adjust the stored text of the charge type (Master data > Finance > Charge types ... General ... Invoice texts) or create a new charge type with the desired wording.