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Preview a Template with Real Data

Preview a Template with Real Data

Create Terms Rules

Create Terms Rules

Configure Template Sections & Fields

Configure Template Sections & Fields

Set or Change the Template Logo

Set or Change the Template Logo

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configurator section-fields

Configure Template Sections & Fields

Control which fields render in Company, Customer, Quote, Description, Item Columns, and Totals

SilkQuote Team
Configure Template Sections & Fields
Section field mapping

Steps

  1. Select a template in Configuration Manager.
  2. In each section, click “+ Add Field”.
  3. Set Name, Field API Name, Source Object, Section Identifier, optional display order, show label, and conditions.
  4. Save and drag-and-drop to reorder.

Notes

  • Item Columns controls line-item columns; Totals controls summary fields; Description adds a full-width narrative block.
Configure Template Sections & Fields
Older post

Set or Change the Template Logo

Display the correct logo for each template

Newer post

Create Terms Rules

Offer optional or required Terms based on Opportunity data

Configure Template Sections & Fields

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