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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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Preview a Template with Real Data

Use an actual Opportunity to validate formatting and content

SilkQuote Team
Preview a Template with Real Data
Accurate template preview

Overview

Validate grouping, logo, and section field placements with real Opportunity data.

Steps

  1. In Configuration Manager, click the Preview icon.
  2. Choose an Opportunity from the dropdown.
  3. Review the rendered output.

Notes

  • Use this to validate grouping, logo, and section field placements.
Preview a Template with Real Data
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Create Terms Rules

Offer optional or required Terms based on Opportunity data

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Create Terms Rules

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Configure Template Sections & Fields

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Set or Change the Template Logo

Edit or Delete a Template

Edit or Delete a Template