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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

Topics

articles configuration-manager configurator draft-watermark generator introduction logo-configuration paper-size pdf-generation permissions preview quick-action section-fields signature-block template-creation template-management template-preview terms terms-rules
configurator logo-configuration

Set or Change the Template Logo

Display the correct logo for each template

SilkQuote Team
Set or Change the Template Logo
Branding

Steps

  1. In Configuration Manager, select a template.
  2. In the Logo card, enter the Logo Resource ID (named static resource or resource path/ID).
  3. Click the Save icon.

Notes

  • Supports named static resources like silkquoteLogo or a direct resource ID/URL.
Set or Change the Template Logo
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Edit or Delete a Template

Maintain your library of quote templates

Newer post

Configure Template Sections & Fields

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

Set or Change the Template Logo

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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

Edit or Delete a Template

Edit or Delete a Template