Forum - Quotations

Quotations

Jacques

2017-02-02

Hi,

How do I create my own Quotation template

This answer was correct

Created byEdwin12:38 2 Feb 2017

Hello Jacques,

In order to be able to create quotations you need to subscribe to it form the marketplace or activate the free mode which allows you to enter up to 30 records per month. In order to create your own template you have to go into the Quotations module -> Forms -> Select quotations -> Click the cogwheel and then define form. Then you can either change the current template by marking it and pressing cmd + shift + V (ctrl + shift + V on PC). If you instead want to create a new template from scratch you click create and then New Form Template.

Kind regards,

Edwin
HansaWorld Support

This answer was correct

Edwin

2017-02-02

Hello Jacques,

In order to be able to create quotations you need to subscribe to it form the marketplace or activate the free mode which allows you to enter up to 30 records per month. In order to create your own template you have to go into the Quotations module -> Forms -> Select quotations -> Click the cogwheel and then define form. Then you can either change the current template by marking it and pressing cmd + shift + V (ctrl + shift + V on PC). If you instead want to create a new template from scratch you click create and then New Form Template.

Kind regards,

Edwin
HansaWorld Support

2020-10-19

In the Quotation module I don't find the Forms folder? When I want to print a price lsit or quotation it gives me the following error message; "No form defined. Please check the form definition."