Quote - Appearance Templates - Captions
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This article provides an overview of how to customize a quote appearance caption template.
In this article:
Overview
Captions are static form elements around dynamic data used for quote printouts. They include the names of actual document labels. Caption values are predefined by default but can be customized as needed.
Activate the Quote Template
Please contact your Vonigo Customer Success team to activate this feature.
Accessing Quote Template
Captions are set up specifically per appearance template and can be configured through a quote appearance template page. Follow these steps to access the template:
- Click the Setup menu on the sidebar.
- Click the Prices & Finance section.
- In the quoting group, click Quote Appearance.
- Select the quote templates that you want to modify.
Customizing Quote Labels
- In the quote template, find a section called Selected Document Labels.
- Check the Customize Quote Labels checkbox to start customizing the labels.
- You can customize the label values, including the form title field, to field, prepared by field, etc.
Language-Specific Quote Labels
If the system supports multiple languages, quote labels can be customized to be language-specific per template. Follow these steps to enable language-specific quote labels:
- Ensure to check the Customize Quote Labels checkbox.
- Click on the Customize Per Each Language button.
- The form now displays a list of languages. Click on a language item to configure the labels for that specific language. The form then displays the same customization form as before.
- To deactivate it, click the Remove Language Customization button.