Setting a Default Quote Template for All Users

Selecting a default quote template for all users

By selecting a Default Quote Template in the System Set Up, every user will use that template unless the user has selected a unique Quote Template in the User record. 
Look up button - this button allows you to browse your computer to select the Word document to use as the default quote template.
Edit button - press this button to open the quote template you have selected above to make changes.
Quote substitutions - this button will display a PDF listing all of the available substitution tokens available for you to use.